Administrative Skills, Calendar Management, Communication Skills, Customer Experience, Customer Relationship Management (CRM), Customer Support/Service, Data Quality, Detail Oriented, Financial Planning, Financial Services, High School Diploma, Housekeeping/Cleaning, Mail Processing, Microsoft Office, Onboarding, Operational Support, Oracle Financials, Plan Meetings, Presentation/Verbal Skills, Telephone Skills, Time Management, Voice Mail, Wealth Management, Writing Skills
Position Overview
Are you supportive, optimistic, quick-paced and detail-oriented? If so, this position is for you! Oracle Financial Solutions is a comprehensive financial planning and wealth management firm dedicated to helping clients live confident, well-planned financial lives. The Client Service Administrator plays a key role in ensuring smooth office operations, delivering a polished first impression, and providing dependable administrative support to the advisory team.
Key Responsibilities
Client Experience & Front Office Support
- Greet clients and visitors with professionalism and warmth.
- Answer and route phone calls; manage voicemail.
- Prepare and maintain meeting spaces to support an elevated in-office experience.
- Coordinate appointments and maintain advisor calendars.
Administrative & Operational Support
- Perform administrative tasks including electronic filing, scanning, organizing documents, and sorting mail.
- Maintain office supplies, refreshments, and general housekeeping.
- Assist with special projects such as mailings, holiday cards, event preparation, and seasonal décor.
- Update CRM records and ensure data accuracy.
- Support client onboarding workflows and document preparation.
Compliance & Professional Standards
- Handle confidential information with a high level of discretion.
Core Competencies
- Strong attention to detail and accuracy.
- Excellent verbal and written communication skills.
- Positive, client-service mindset.
- Highly dependable with strong time-management skills.
- Tech-savvy and comfortable learning new systems.
- Team-oriented with a flexible, can-do attitude.
Qualifications
Required:
- High school diploma or equivalent.
- Administrative or client service experience.
- Proficiency in Microsoft Office.
Preferred:
- Experience in financial services or similar professional settings.
- Prior CRM experience.