Job description

Job Description:

The Administrative Coordinator role has a dual focus of providing a welcoming environment for clients while also supporting the ongoing operations of the firm. This role is often a first point of contact with clients through either phone calls or welcoming them in person. Additionally, Administrative Coordinators handle operational activities including:

- Preparation of detailed meeting data packets.

- Logging of daily correspondence.

- Preparation and processing of account / transaction paperwork.

- Invoice payment and logging.

- Filing and retrieving records accurately.

- Maintaining office supplies inventory.

- Scheduling appointments / managing calendars.

- Successful execution of self-directed projects supporting important business processes.

A successful Administrative Coordinator must be able to maintain an extremely high level of accuracy in a fast-paced environment. This often involves shifting timelines and priorities in response to client and team member needs.

Qualifications

- Attention to detail and accuracy while multi-tasking in a fast-paced environment.

- Ability to maintain confidentiality of business processes and data.

- Experience with Salesforce.com is a plus.

- Proficient with Microsoft Office and general computer usage.

- Strong communication and interpersonal skills

- Ability to remain organized and focused while prioritizing deadlines.

- Positive attitude

- Strong learning agility – ability to apply skills in a new setting with well-established processes and procedures.

- Reliable and consistent in judgement and quality of work.

This career opportunity is with Flodder Financial Group as the prospective employer, an Equal Opportunity Employer M/D/F/V

Firm Description: Flodder Financial Group focuses on helping individuals plan for and succeed in retirement and the major events in their life. This includes:

• Investment Management

• Retirement Planning

• Estate Planning Strategies

• Retirement Income and Tax-Advantaged Strategies

• Long Term Care Strategies

• Life Insurance Strategies

• College Funding Strategies

Our team includes two Harvard MBAs, a President with ~25 years of executive experience in the oil industry, and the resources of one of the largest financial institutions in the nation. Certain portfolios are managed* and all client strategies created in-house. We help our clients manage their assets through proprietary* strategies and according to proprietary methodologies. As an entrepreneurial and fast growing group, we offer opportunities to see all aspects of the firm and for individuals to create their own path. Learn more about us at our website, www.FlodderFinancial.com.

Equitable Advisors, LLC, member FINRA/SIPC (Equitable Financial Advisors in MI & TN)., serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. Equitable Advisors, LLC serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL Financial investment advisory programs offered through Equitable Advisors Financial Professionals. Equitable Advisors and its Financial Professionals are unaffiliated with LPL Financial. [NJ1] Duly registered and licensed associates of Flodder Financial Group offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600) (Equitable Financial Advisors in MI & TN)., member FINRA, SIPC, offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.

Flodder Financial Group is not a registered investment advisor, and is not owned or operated by Equitable Advisors or Equitable Network..

PPG- 163671 (2/22)(Exp.2/24)

Job Type: Full-time

Pay: $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Katy, TX 77494: Reliably commute or planning to relocate before starting work (Preferred)

Work Location: In person

jjbodyshop.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, jjbodyshop.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, jjbodyshop.com is the ideal place to find your next job.