Firm Administrator

Firm Administrator – Financial Services

Are you an organized, detail-oriented professional who enjoys being the “go-to” person in a fast-paced, team-focused environment?

A well-established financial firm is seeking a versatile Firm Administrator who thrives on wearing many hats and takes pride in their work.

We’re dedicated to building a long-term, mutually rewarding relationship with the right person — someone who values teamwork, professionalism, and client service excellence.

You’ll play a key role supporting our financial advisors, clients, and partner institutions. Responsibilities include (but are not limited to):

• Providing exceptional client service and administrative support
• Coordinating and scheduling meetings, travel, and special events
• Preparing materials for client and prospective client meetings
• Managing phone calls, greeting visitors, and maintaining a professional office presence
• Completing administrative processes including applications, compliance tasks, electronic filing, and data entry
• Maintaining accurate client data and records

Our ideal candidate is proactive, dependable, and thrives on helping others succeed.

• Required qualifications:
• 2 years of administrative experience (financial services or insurance experience a plus)
• Strong organizational, communication, and multitasking skills
• Exceptional attention to detail — accuracy is a must
• Professional appearance, positive attitude, and strong work ethic
• Ability to prioritize and complete tasks independently
• Proven customer service and interpersonal skills
• High proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, Access)
• Ability to handle sensitive information with absolute confidentiality and discretion
• High school diploma or equivalent required; college degree preferred

We offer hands-on training in our client service, financial planning, and insurance administration processes — along with a supportive environment where your growth matters.

Benefits include:

• 401(k)
• Health, dental, vision, and life insurance
• Paid time off
• Flexible schedule and spending accounts
• Employee assistance and professional development programs
• Employee discounts

Schedule:

• Full-time, Monday–Friday, day shift
• In-person position

If you’re highly motivated, detail-driven, and ready to contribute to a professional team, please submit your resume and a cover letter highlighting your strengths and why you’d be a great fit.

We are proud to be an Equal Opportunity Employer.

Job Type: Full-time

Pay: From $20.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Shift availability:

• Day Shift (Preferred)

Ability to Commute:

• Warwick, RI 02886 (Required)

Work Location: In person

Salary : $20