Client Services Administrator, Lansing

Position Overview
Are you supportive, optimistic, quick-paced and detail-oriented?
If so, this position is for you!
Oracle Financial Solutions is a comprehensive financial planning and wealth management firm dedicated to helping clients live confident, well-planned financial lives.
The Client Service Administrator plays a key role in ensuring smooth office operations, delivering a polished first impression, and providing dependable administrative support to the advisory team.
Key Responsibilities
Client Experience & Front Office Support
Greet clients and visitors with professionalism and warmth.
Answer and route phone calls; manage voicemail.
Prepare and maintain meeting spaces to support an elevated in-office experience.
Coordinate appointments and maintain advisor calendars.
Administrative & Operational Support
Perform administrative tasks including electronic filing, scanning, organizing documents, and sorting mail.
Maintain office supplies, refreshments, and general housekeeping.
Assist with special projects such as mailings, holiday cards, event preparation, and seasonal décor.
Update CRM records and ensure data accuracy.
Support client onboarding workflows and document preparation.
Compliance & Professional Standards
Handle confidential information with a high level of discretion.
Core Competencies
Strong attention to detail and accuracy.
Excellent verbal and written communication skills.
Positive, client-service mindset.
Highly dependable with strong time-management skills.
Tech-savvy and comfortable learning new systems.
Team-oriented with a flexible, can-do attitude.
Qualifications
Required:
High school diploma or equivalent.
Administrative or client service experience.
Proficiency in Microsoft Office.
Preferred:
Experience in financial services or similar professional settings.
Prior CRM experience.