About this role
Ambient Recruiting is partnered with a growing, forward-thinking financial services firm to identify an organized and dependable Part-Time Administrative Coordinator to join their team in Grand Rapids, MI.
This is an excellent opportunity for someone who takes pride in organization, enjoys variety in their day-to-day work, and is comfortable working with technology, systems, and administrative processes.
Responsibilities:
Systems & Process Support
- Maintain and update workflows, templates, and records within firm systems
- Clean up and standardize templates to ensure consistency across the organization
- Organize, update, and maintain the firm’s standard operating procedures (SOPs)
- Maintain organization of password and credential management systems
- Utilize AI tools to streamline administrative tasks, including drafting, summarizing, organizing files, and improving templates
- Identify opportunities for automation and process improvements
- Assist with client renewals, including engagement letters, briefs, and budget information
- Support client onboarding and offboarding logistics
- Maintain organized electronic client files and folders
- Conduct periodic file clean-up and organization
- Coordinate onboarding logistics for new employees and interns
- Maintain organization of physical office files
- Help keep the office clean, organized, and presentable
- Assist with general administrative needs as they arise
Qualifications:
- Strong organizational skills and attention to detail
- Dependable, collaborative, and team-oriented
- Comfortable adapting to changing processes and priorities
- Strong willingness to learn new systems and technology
- Comfortable using technology and interested in AI and automation
- Clear and professional written and verbal communication skills
- Ability to handle confidential client and company information with discretion
- Previous administrative, office management, or coordinator experience
- Experience with practice management, CRM, or workflow management software
- Experience in a professional services, accounting, or financial services environment
Work Environment & Culture:
- Collaborative, team-first environment
- Direct access to leadership and mentorship
- Flexible part-time schedule
- Technology-forward workplace
- Opportunity to expand responsibilities as the organization grows
- Meaningful work supporting clients and their organizations