Vaco LLC logo

Firm Adminsitrator - Financial Services

Vaco LLC
  • Birmingham, AL
  • $80,000–$100,000 Per Year
2 days ago
Vaco LLC

Job Description

Financial Services Firm Administrator

Onsite

Salary: $80,000 - $100,000


About the Role

We are seeking a highly organized and detail-oriented Firm Administrator to support the day-to-day operations of a well established financial services firm. This person will play an important role in keeping the office running efficiently while providing exceptional administrative and client support.


Key Responsibilities

  • Provide administrative and operational support to the firm as well as accounting and HR responsiblities.
  • Coordinate client meetings, calendars, appointments, and office communications
  • Assist with client onboarding, account paperwork, documentation, and follow-up
  • Maintain accurate and confidential client records and files
  • Prepare reports, presentations, correspondence, and other client materials
  • Process invoices, expenses, and other basic administrative/financial functions
  • Coordinate with custodians, investment firms, vendors, and other third parties
  • Monitor office supplies, vendors, and general office operations
  • Assist with compliance-related documentation and recordkeeping
  • Handle incoming calls, emails, and client inquiries with professionalism and discretion
  • Support special projects and process improvements as needed

Qualifications

  • 7+ years of administrative, office management, or financial services experience preferred
  • Experience in a financial advisory, wealth management, banking, insurance, or professional services environment is a plus
  • Strong organizational and time-management skills
  • Excellent written and verbal communication skills
  • High level of attention to detail and accuracy
  • Strong Microsoft Office skills, particularly Outlook and Excel
  • Ability to handle confidential and sensitive information
  • Professional, dependable, and client-service-oriented


By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

HR@vaco.com

.

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada: Based on Highspring’s discussions with its Client, Highspring’s understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

  • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
  • Virginia residents may access our state specific policies here.
  • Residents of all other states may access our policies here.
  • Canadian residents may access our policies in English here and in French here.
  • Residents of countries governed by GDPR may access our policies here.

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring’s use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client’s use of AI products in hiring.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

  • the individual’s skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

Numbers & Facts

LocationBirmingham, AL
IndustryStaffing/Employment Agencies
Salary$80,000–$100,000 Per Year
Company Size2,500 to 4,999 employees
Year Founded2002
Websitehttp://www.vaco.com/

About Company

Vaco provides expert consulting, permanent placement, executive search and strategic staffing for companies around the world, in the areas of accounting, finance, technology, healthcare, operations, administration and more. As a premier talent solutions firm, Vaco connects people to their dream jobs and helps leading companies find talent to grow their business. Since its founding in 2002, Vaco has grown to more than 35 offices across the globe, 700+ employees, more than 3,000 consultants and $450M in revenue. Vaco has been named to Inc. magazine’s list of the fastest-growing private companies for past 11 years and is dedicated to developing long-term relationships, life-long careers and creative client solutions.

Skills

  • Accountingunmatched
  • Administrative Managementunmatched
  • Administrative Skillsunmatched
  • Artificial Intelligence (AI)unmatched
  • Bank Managementunmatched
  • Billingunmatched
  • Communication Skillsunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Documentationunmatched
  • English Languageunmatched
  • Financial Administrationunmatched
  • Financial Servicesunmatched
  • Hair Stylingunmatched
  • Insuranceunmatched
  • Microsoft Excelunmatched
  • Microsoft Officeunmatched
  • Microsoft Outlookunmatched
  • Office Managementunmatched
  • Onboardingunmatched
  • Operational Supportunmatched
  • Organizational Skillsunmatched
  • Plan Meetingsunmatched
  • Presentation/Verbal Skillsunmatched
  • Process Improvementunmatched
  • Professional Servicesunmatched
  • Reimbursementunmatched
  • Reporting Skillsunmatched
  • State Laws and Regulationsunmatched
  • Time Managementunmatched
  • Wealth Managementunmatched
  • Writing Skillsunmatched

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