Overview

Financial Services Firm Administrator Onsite Salary: $80,000 - $100,000 About the Role We are seeking a highly organized and detail-oriented Firm Administrator to support the day-to-day operations of a well established financial services firm. This person will play an important role in keeping the office running efficiently while providing exceptional administrative and client support. Key Responsibilities Provide administrative and operational support to the firm as well as accounting and HR responsiblities. Coordinate client meetings, calendars, appointments, and office communications Assist with client onboarding, account paperwork, documentation, and follow-up Maintain accurate and confidential client records and files Prepare reports, presentations, correspondence, and other client materials Process invoices, expenses, and other basic administrative/financial functions Coordinate with custodians, investment firms, vendors, and other third parties Monitor office supplies, vendors, and general office operations Assist with compliance-related documentation and recordkeeping Handle incoming calls, emails, and client inquiries with professionalism and discretion Support special projects and process improvements as needed Qualifications 7+ years of administrative, office management, or financial services experience preferred Experience in a financial advisory, wealth management, banking, insurance, or professional services environment is a plus Strong organizational and time-management skills Excellent written and verbal communication skills High level of attention to detail and accuracy Strong Microsoft Office skills, particularly Outlook and Excel Ability to handle confidential and sensitive information Professional, dependable, and client-service-oriented By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. Representation Notice By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. For residents of Ontario