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Description

Job Title: Administrative Coordinator

Job Type: Full-time, Temp to Hire

Industry: Financial Services

About the Role:

We are seeking a highly professional, detail-oriented, and self-motivated Administrative Coordinator to join our growing team. In this critical support role, you’ll serve as the central point of contact for appointment coordination and calendar management, ensuring the seamless flow of day-to-day business operations. You’ll work closely with our advisors and clients, playing a vital part in protecting advisor time, maintaining client engagement, and supporting efficient follow-through across the office.

Apply today or contact our team at 563-359-3995 to learn more! Christin, Lydia, and Erin are here to support you in your career walk!

Key Responsibilities:

+ Manage and coordinate all advisor scheduling, including client, prospect, and internal meetings

+ Maintain calendar integrity, accounting for meeting prep time, internal priorities, and advisor availability

+ Serve as the first point of contact for scheduling communications via phone, email, and in person

+ Confirm, reschedule, and cancel appointments with professionalism and attention to detail

+ Track and manage tasks and follow-up activities using Redtail CRM, organizing by Importance and Priority

+ Support timely movement of prospects and clients through the opportunity pipeline

+ Ensure accurate and up-to-date documentation of client contact records and meeting notes

+ Facilitate internal communication between advisors and service team members to align scheduling priorities

+ Contribute to process improvement through participation in administrative and technology-driven projects

+ Assist senior leadership with documentation, coordination, and administrative support as needed

Why Join This Team:

This is an opportunity to be part of a high-performing team that values professionalism, collaboration, and client service. If you thrive in an organized, fast-paced environment and enjoy being the behind-the-scenes force that keeps everything running smoothly, we want to hear from you.

Requirements

What We’re Looking For:

+ Minimum 2 years of experience in an administrative support or coordinator role

+ Exceptional organizational and time management skills with the ability to multitask in a fast-paced environment

+ Strong written and verbal communication skills

+ Professional demeanor and client-focused approach

+ Proficiency in Microsoft Office Suite, CRM systems experience is a plus

+ High level of discretion and confidentiality in handling sensitive information

+ Confidence making rule-based decisions and working independently

TalentMatch®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .