Financial Center Administrator
Core
Provide administrative and general office support, client service, and reporting payments to ensure the smooth operation of a Financial Centre.
Role type
Financial Center Administrator
Builds
Administrative workflows, client service experiences, and financial centre operations
Domain
Financial Services / Office Administration
Deliverable
dashboards & analysis
Required skills
Administrative support, client service, payment reporting, facilities management, inventory administration, meeting coordination, technical support escalation
Preferred skills
Financial reconciliation, financial planning knowledge, financial services industry experience
Technologies
Windows 10, Microsoft Office (Word, Excel, PowerPoint), Outlook, Salesforce.com, SharePoint, Oracle
Responsibilities
Answer telephone and greet clients, process mail, maintain client inventory, coordinate meetings, contribute continuous improvement ideas, provide basic on-site technical support
Seniority
Mid-level, individual contributor