Client Services Administrator

Full-time Financial Services

Position Overview

Are you supportive, optimistic, quick-paced and detail-oriented? If so, this position is for you! Oracle Financial Solutions is a comprehensive financial planning and wealth management firm dedicated to helping clients live confident, well-planned financial lives. The Client Service Administrator plays a key role in ensuring smooth office operations, delivering a polished first impression, and providing dependable administrative support to the advisory team.

Key Responsibilities

Client Experience & Front Office Support

• Greet clients and visitors with professionalism and warmth.
• Answer and route phone calls; manage voicemail.
• Prepare and maintain meeting spaces to support an elevated in-office experience.
• Coordinate appointments and maintain advisor calendars.

Administrative & Operational Support

• Perform administr...