Department Coordinator
Overview
Administrative backbone of team managing daily operations and coordination tasks. Serves as liaison between clients, team, and internal departments while maintaining independent task management and proactive communication.
What You'll Do11
- 1Provide day-to-day administrative and operational support to the team and clients including scheduling data entry and correspondence across multiple time zones
- 2Maintain organized records and documentation to ensure efficient workflows
- 3Manage client projects from start to finish ensuring milestones are met and deliverables are completed accurately
- 4Collaborate with internal teams to ensure smooth transitions and unified client experience
- 5Collect verify and organize client data to maintain accuracy within CRM and reporting systems
- 6Coordinate payment collection and tracking for timely transactions
- 7Maintain proactive transparent communication with clients and team members providing status updates and flagging issues early
- 8Serve as consistent reliable point of contact for clients throughout engagement supporting smooth journey
- 9Learn and apply firm technology platforms including Salesforce and department-specific tools to manage workflows and troubleshoot issues
- 10Identify opportunities to improve efficiency streamline workflows and enhance client or team experiences
- 11Work with leadership to update and document standard operating procedures
Requirements9
- 1Minimum 3 years experience in administrative project coordination or operational roles
- 2Proven track record managing projects to completion on time and within scope
- 3Proficiency in CRM usage and Microsoft Office Suite
- 4Strong written and verbal communication skills with confidentiality
- 5Excellent organization prioritization and time management abilities
- 6Preferred background in wealth management or financial services
- 7Experience improving workflows or implementing process efficiencies
- 8Comfort analyzing data and preparing reports
- 9Experience with Project Management Tools Salesforce Slack Tableau or Better Proposals
Salary Insight
$50 - $64k per year
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
Stern Law, PLLC
VerifiedAdministrative Specialist with CRM Experience
Own the firm's client data flow, from inbound contacts to case progress, using CRM systems and reporting tools. You will manage digital records, coordinate with the call center and marketing team, and ensure data integrity across platforms. This remote, work-from-home role reports to the operations lead. What sets this apart: your work directly drives case qualification and progress in a legal setting.
ACCO Engineered Systems
VerifiedProject Coordinator ACCO Engineered Systems
Highlight administrative operations and marketing support for business units. Serve as primary stakeholder liaison and provide cross-functional backup. Own department meetings and vendor events. Drive onboarding processes and technical setups. Scale reporting and financial documentation. Lead initiative to enhance productivity within construction teams.
Pronoia Labs Llc
VerifiedAdministrative Coordinator, Office & Bookkeeping Support
Own the administrative backbone of a creative brand cultivator in Los Angeles, coordinating schedules, correspondence, and office operations for a team of designers and developers. You will manage the flow of communication across text, email, and Telegram, and keep the office running smoothly for leadership and clients. The role sits at the center of daily operations, reporting directly to the operations lead and supporting a fast-growing team that handles merch, design, and web projects. Your work directly enables the team to focus on creative execution, making you a key driver of internal efficiency. This position offers hands-on exposure to multiple business functions, from event planning to bookkeeping, with room to grow into a higher-level operations role.
Alliant Credit Union
VerifiedClient Services Coordinator, Retirement & Investment Services
Coordinate administrative operations for the retirement and investment services program at Alliant Credit Union, serving 50,000+ members alongside a dedicated financial advisor. You own the member journey from appointment scheduling to seminar execution, ensuring every interaction is seamless and compliant. This role sits at the intersection of member support, marketing, and compliance, making you the linchpin of the advisory team. Work partially remote, with up to 3 days from home, and grow your career in a supportive, member-focused environment.
Workway, Inc.
VerifiedAdministrative Assistant, Wealth Management & CRM
You will own client database integrity and administrative operations for a wealth and financial advisor firm in North Dallas. Manage CRM systems, coordinate case processing, and support a team of advisors. You will work onsite with direct access to leadership and a clear path for growth in financial services administration. This role centers on precision and client experience, making it a strong fit for detail-oriented multitaskers.
TDIndustries
VerifiedClient Success Coordinator, Facilities Services
Own daily service delivery for a portfolio of established house accounts at TDIndustries, coordinating requests, tracking performance, and driving retention. You serve as the primary contact for routine issues, partnering with operations and dispatch teams to keep work orders on time and within scope. This role builds your foundation in client relationship management and facilities operations, with clear growth paths in customer success. You will directly influence satisfaction metrics like response time and NPS, while learning the mechanics of service-based account management.