Administrative Coordinator

A highly prestigious organization in Cedar Rapids is seeking a professional individual to assist 3 Senior Financial Representatives in an administrative capacity. This person will be responsible for preparing client paperwork, portfolios, and compile all information necessary for investor meetings. They will also be qualifying clients, assisting with applications, track account statuses, create monthly newsletters, compile monthly reports, all while providing excellent communication to clients, management, and Financial Representatives. As the Administrative Assistant you will be an integral team member that is crucial for success and growth within the team. proven history supporting high-level

The ideal person will be highly organized and detail oriented, customer focused, and have excellent communication skills. If you meet the requirements below, please contact OfficeTeam at

Requirements to be considered:

-Bachelor's degree preferred, or minimum of an Associate's degree

-Experience working within the Wealth Management industry is a plus

-High-level planning/organizing with the ability to effectively prioritize

-Proven experience with Microsoft Word, Excel, and Outlook

-Ability to communicate professionally both written and verbally

OfficeTeam, a Robert Half Company, matches professionals in the administrative field with remote or on-site jobs on a temporary and temporary-to-full-time basis. Whether you're a seasoned administrative pro or starting your career, we have options for you.

Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you're working with the best. has been recognized as one of FORTUNE's "Most Admired Companies" every year since 1998 and was named to Forbes' inaugural list of America's Best Temporary Staffing Firms.

Questions? Call your local office at 1.. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit for more information.

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