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Administrative Coordinator

Mischler Financial Group
Irvine, CA Full Time
POSTED ON 9/26/2025
AVAILABLE BEFORE 11/24/2025

Job Title: Administrative Coordinator – Mischler Financial Group, Inc., Broker-Dealer Firm

Position Overview: We are seeking an experienced and highly organized Office Administrator to oversee the day-to-day activities of our broker-dealer firm. This role requires a professional who thrives in a fast-paced, regulated environment and can balance operational excellence with strong leadership and administrative oversight. The Office Administrator will serve as the central point of coordination for office administration, compliance support, facilities management, and executive assistance, ensuring smooth operations across all departments.

Key Responsibilities:

Client Onboarding & Compliance

  • Oversee new account onboarding processes to ensure compliance with FINRA/SEC and firm requirements.
  • Complete and manage broker-dealer questionnaires (BDQs) for institutional counterparties.
  • Assist in preparing and submitting public finance Request for Qualification (RFQ) bids.
  • Partner with compliance to maintain documentation, policies, and internal records.

Office Operations & Administration

  • Manage daily office functions to ensure an efficient, professional, and compliant work environment.
  • Oversee vendor relationships, office contracts, supplies, and technology coordination.
  • Act as liaison with building management and facilities providers.

Executive & Departmental Support

  • Provide high-level administrative support to senior management, including scheduling, travel coordination, and correspondence.
  • Manage all travel arrangements for colleagues and executives.
  • Coordinate company conferences, events, and offsite meetings.
  • Assist compliance, operations, and sales teams with reporting, documentation, and project execution.

Leadership & Culture

  • Ensure cross-departmental collaboration.
  • Serve as point of contact for internal communications and firmwide initiatives.
  • Foster a positive office culture, promoting professionalism, accountability, and operational excellence.

Qualifications:

  • Bachelor’s degree (preferred).
  • 5 years of office management or senior administrative experience, ideally within a broker-dealer or financial services firm.
  • Exceptional organizational, multitasking, and leadership skills.
  • Proficiency with Microsoft Office Suite
  • Ability to adapt to new technologies
  • Excellent written and verbal communication skills, with a high level of discretion and professionalism.

Why Join Us: This role offers the opportunity to play a pivotal part in the success of a dynamic broker-dealer firm. You’ll work closely with senior leadership, contribute to compliance and operational excellence, and oversee a professional office environment that supports growth and client service.

Compensation: $72,000 - $75,000

Job Types: Contract, Temp-to-hire

Pay: $72,000.00 - $75,000.00 per year

Work Location: In person

Salary : $72,000 - $75,000

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