Reporting Coordinator

Our client a well known Financial Services Firm is seeking a Reporting Coordinator in their St Petersburg, Florida Location!

Qualifications:

• Process and manage daily operational reports with strict deadlines.
• Handle confidential and sensitive information with discretion and accuracy.
• Provide phone support for clients and financial advisors (approximately half the workday).
• Deliver a service-first experience in all client interactions.
• Collaborate effectively with team members in both virtual and in-person meetings.
• Participate actively in team discussions, training, and feedback sessions.
• Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level.
• Pull pre-exam documents for examiners
• Monitor PCG Examiners Inbox and reply to requests from branches, internal audit, and other various departments Monitor ESS Inbox to document fees & fines submitted by examiners Archive exam documents in Service Center Portal Back-up assistance provided for phones when examiners are unavailable to take the calls

Skills:

• Proven experience in a client service or operations support role.
• Strong proficiency in Microsoft Office, especially Excel and Outlook.
• Excellent verbal and written communication skills.
• Ability to make quick, informed decisions under pressure.
• Professional, pleasant demeanor with a focus on client satisfaction.
• Comfortable working with high-net-worth individuals and financial professionals.
• Ability to maintain confidentiality and handle sensitive data responsibly.
• Willingness to fully engage in team meetings, both virtual and in-person.