What are the responsibilities and job description for the Administrative Coordinator position at Baum Financial Services, Inc.?
Are you a highly organized and detail-oriented individual looking for a challenging role? Do you have a passion for delivering exceptional customer service? We are seeking an Administrative Coordinator to join our team at Baum Financial Services, Inc.
In this role, you will be responsible for providing administrative support to the financial advisor, maintaining the office, and ensuring seamless day-to-day operations. Your duties will include:
- Maintaining office supplies and incoming mail
- Preparing and sending correspondence
- Managing databases and spreadsheets
- Assisting with special projects and events
You will also have opportunities to build and improve upon client relationships, assist with various marketing objectives, and participate in back-office support initiatives and core projects.
We offer a dynamic work environment, competitive salary, and benefits package, including full health insurance, generous PTO and comp time, 401(k), and an annual bonus.
