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Office Administrator/ Coordinator Data Entry

Financial Services Admin & CRM Specialist

Job in Saint Joseph, Buchanan County, Missouri, 64507, USA
Listing for: TalentLink Solutions
Full Time position
Listed on 2026-01-21
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Data Entry
Job Description & How to Apply Below
A financial services firm in St. Joseph, MO is seeking an Administrative Assistant to provide support to Advisors and clients. This role involves greeting clients, scheduling meetings, maintaining records in the CRM, and handling office operations. The ideal candidate is organized, tech-savvy, and enjoys enhancing client experiences. Qualifications include a High School Diploma, proven experience in administrative roles, and proficiency in Microsoft Office Suite and CRM software.

The position offers a dynamic work environment focused on exceptional client service.
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