Client Service Administrator (Finance)

TL;DR

Client Service Administrator (Finance): Providing administrative and operational support to the Financial Synergy Group with an accent on client relations and office management. Focus on scheduling client meetings, managing daily office operations, and ensuring a high-quality member experience.

Location: Fully in office in the North Hills area

Compensation: $20-24/hr

Company

hirify.global is a financial services organization providing member-focused financial planning and support.

What you will do

• Handle incoming calls and act as the primary point of contact for client interactions.
• Greet clients upon arrival and manage the physical office environment.
• Perform routine administrative duties, including mail processing and supply management.
• Schedule meetings for Financial Advisors and maintain the contact management system.
• Prepare correspondence, reports, and support special projects of a routine nature.
• Process routine service paperwork and provide backup support to other staff members.

Requirements

• Previous administrative or secretarial experience.
• Strong proficiency in Microsoft Word, Excel, and PowerPoint.
• Ability to multitask and maintain quality under frequent interruptions.
• Capability to handle sensitive and confidential information with integrity.
• Basic understanding of financial products and services.
• Must undergo background verification and FBI fingerprinting.

Culture & Benefits

• Standard full-time schedule: Monday to Friday, 9 am to 5 pm.
• Comprehensive health benefits: medical, dental, and vision insurance.
• Paid Time Off (PTO) and holiday pay.
• Group life insurance.