operations admin.

We are seeking a detail-oriented and professional Operations & Client Services Administrator to join our clients financial services team. This role is designed for a versatile professional who excels at back-office operational accuracy but also enjoys being a primary point of contact for high-net-worth clients. You will be responsible for the "life cycle" of the client account—from seamless onboarding and document processing to proactive service and troubleshooting.

salary: $65,000 - $75,000 per year
shift: First
work hours: 8 AM - 4 PM
education: Bachelors

Responsibilities

1. Back-End Operations & Administration

• Account Processing: Manage the opening, transfer, and maintenance of client accounts (e.g., IRAs, Trusts, Brokerage) with high precision.
  
  
• Data Integrity: Maintain and update client information within the CRM (e.g., Salesforce, Redtail, or Junxure) and portfolio management systems.
  
  
• Compliance & Documentation: Ensure all files meet industry regulatory standards; assist with audits and document retrieval.
  
  
• Workflow Management: Coordinate with custodians (e.g., Schwab, Fidelity, TD Ameritrade) to resolve NIGO (Not In Good Order) paperwork and track money movements.
  
  

2. Client Services & Interaction

• Client Onboarding: Act as the "concierge" for new clients, guiding them through the initial paperwork and digital portal setups.
  
  
• Proactive Communication: Handle inbound client inquiries regarding statement questions, RMDs, or general account status via phone and email.
  
  
• Meeting Support: Prepare "client-ready" reports and presentation decks for upcoming reviews; manage the advisor’s calendar and scheduling.
  
  
• Issue Resolution: Research and resolve complex operational issues, providing timely updates to both the client and the internal advisor team
  
  

Skills

Operations

Banking Operations

Financial Analysis

Client Service

Secretary - Admin Assist

Qualifications

Years of experience: 3 years

Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.

Any consideration of a background check would be an individualized assessment based on the applicant or employee's specific record and the duties and requirements of the specific job.