Client Service Administrator

Location: In-person, standard day shift

Salary: $40,000 annually

Company

hirify.global provides financial products and services through financial advisors; this role supports Three Pillars Financial Advisors.

What you will do

• Answer incoming calls, respond to information requests, and greet clients.
• Process mail and email, maintain office supplies, and complete routine administrative work.
• Prepare correspondence, reports, special projects, and program administration tasks.
• Schedule client and member meetings and assist advisors with meeting preparation and follow-up.
• Maintain client contact and preference information in the contact management system.
• Support event planning, marketing, and other non-licensed tasks for the practice.

Requirements

• Previous administrative or secretarial experience is desired.
• Strong computer aptitude and knowledge of Microsoft Word, Excel, and PowerPoint, or the ability to learn these tools.
• Ability to manage multiple tasks and frequent interruptions while maintaining high-quality work.
• Ability to protect sensitive and confidential information.
• Basic understanding of financial products, services, and hirify.global Financial.
• Background verification and fingerprint submission to the Federal Bureau of Investigation are required as part of the hiring process.

Culture & Benefits

• Full-time employment with a standard day schedule.
• Paid time off.
• Holiday pay.
• Simple IRA.
• Work with financial advisors, internal staff, clients, and outside organizations.