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2 дня назад

Administrative Coordinator (Financial Services)

Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Administrative Coordinator (Financial Services): Supporting multiple sales teams through administrative coordination, CRM updates, client communications, and meeting logistics with an accent on organization, confidentiality, and attention to detail. Focus on coordinating schedules and client visits, preparing reports and materials, and managing complex documents in a fast-paced investment management environment.

Location: Hybrid, based in the Kansas City, Missouri office; employees must attend the office on a scheduled frequency. Applicants must be authorized to work in the United States without visa sponsorship, now or in the future.

Company

hirify.global is a privately owned global asset manager focused solely on investment management across equities, fixed income, multi-asset strategies, ETFs, and private investments.

What you will do

  • Provide administrative support to multiple sales teams and internal business partners.
  • Coordinate meetings, schedules, rooms, agendas, materials, presentations, and meeting notes.
  • Prepare correspondence, spreadsheets, standardized letters, complex documents, travel itineraries, and expense reports.
  • Organize onsite client and prospect visits and manage compliant client and prospect gifts, mailings, and collateral.
  • Update CRM contact records, enter call reports, and prepare, maintain, and distribute reports.
  • Handle sensitive information and complete special projects as assigned.

Requirements

  • Bachelor’s degree or an equivalent combination of education and work experience.
  • 3+ years of administrative experience and customer service experience.
  • Strong prioritization, planning, organization, follow-through, and attention to detail.
  • Ability to work independently and collaboratively with a proactive, helpful approach.
  • Proficiency in Microsoft Office applications.
  • U.S. work authorization without current or future visa sponsorship is required.

Nice to have

  • Working knowledge of Salesforce and SharePoint.
  • Knowledge of FINRA guidelines.
  • Financial services industry experience.

Culture & Benefits

  • Competitive compensation package with a bonus plan.
  • Generous paid time off and competitive benefits.
  • 401(k) with a 5% company match and an annual performance-based discretionary contribution.
  • Tuition reimbursement and formal mentorship opportunities.
  • Live and online learning opportunities.

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