Administrative Coordinator

About the Role

We are seeking a reliable and detail-oriented Administrative Coordinator to support our Financial Advisory team. This role is ideal for someone who enjoys organization, client coordination, administrative work, and has an interest in basic social media management. You will play an important role in ensuring smooth day-to-day operations while supporting both our consultants and the firm's online presence.

Key Responsibilities

• Coordinate and schedule client appointments for financial consultants.
• Liaise with clients to confirm meetings and follow up on appointments.
• Prepare and organize client documentation and administrative paperwork.
• Maintain accurate client records and update internal systems.
• Handle general administrative duties, including filing, data entry, and document management.
• Assist with processing applications and ensuring document...