Administrative Coordinator

Kforce has a client that is seeking an Administrative Coordinator in Dallas, TX, 3 days onsite. Summary: The Administrative Coordinator supports the Onboarding team by managing shared communications, maintaining Salesforce workflow organization, and producing standardized reporting and presentations. This role is responsible for ensuring timely response to onboarding inquiries, maintaining data accuracy, and delivering consistent, executive-ready materials to support team operations and leadership visibility. Primary Responsibilities: Shared Inbox & Communication Management:

• Monitor and manage shared department inbox, ensuring timely triage, routing, and response to inquiries
• Maintain communication standards using established templates and guidance
• Escalate urgent or complex inquiries to appropriate team members
• Support continuity of inbox coverage across team assignments

• Maintain Salesforce queues, worklists, and list views to ensure accurate assignment and workflow visibility
• Monitor aging items and flag items at risk of delay
• Support consistent logging of onboarding-related communications and activities
• Perform routine data validation and cleanup to ensure accuracy

• Compile and update recurring onboarding reports using established templates and Salesforce data
• Track key operational metrics including pipeline activity, volume, and service levels
• Validate data prior to distribution and flag discrepancies
• Assist in preparing reporting materials for leadership review

• Create and maintain PowerPoint presentations for recurring reporting and leadership updates
• Translate data into clear, concise visuals (charts, tables, summaries)
• Ensure materials are aligned to departmental and firm standards
• Maintain organized file structure and version control for templates and reports
• 1-3 years of administrative, operations, or coordination experience
• Exposure/background working with Broker Dealers (BD) or Registered Investment Advisors (RIA)
• Proficiency in Microsoft PowerPoint and Excel
• Strong organization and time management skills
• Strong written and professional communication skills
• Attention to detail with high level of accuracy

• Experience working with Salesforce or similar CRM systems
• Experience supporting reporting, dashboards, or operational tracking
• Exposure to financial services or onboarding operations

• Execution and reliability
• Organization and prioritization
• Clear and professional communication
• Attention to detail
• Team collaboration and support

• Timely and accurate management of shared inbox communications
• Organized and up-to-date Salesforce queues and records
• Accurate and on-time reporting deliverables
• High-quality, consistent presentation materials
• Reliable task execution with minimal oversight