Overview
Administrative Coordinator Jobs in Dallas-Fort Worth Metroplex at Phyton Talent Advisors
Title: Administrative Coordinator
Company: Phyton Talent Advisors
Location: Dallas-Fort Worth Metroplex
Our client a well known Financial Services Firm is seeking an Administrative Coordinator in their Dallas Texas Location!
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
Data Support
- 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
Presentation Development
- 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
Qualifications
Required
- 1–3 years of administrative, operations, or coordination experience
- Proficiency in Microsoft PowerPoint and Excel
- Strong organization and time management skills
- Attention to detail with high level of accuracy
- Strong written and professional communication skills
Preferred
- Experience working with Salesforce or similar CRM systems
- Experience supporting reporting, dashboards, or operational tracking
- Exposure to financial services or onboarding operations
Key Competencies
- Execution and reliability
- Organization and prioritization
- Clear and professional communication
- Attention to detail
- Team collaboration and support
Success Metrics
- 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
