Katalyst Systems Impact · 1 week ago
Office & Client Service Administrator
Hiawatha, Iowa, United States
Full-time
Onsite
Mid Level
$50K/yr - $65K/yr
3+ years expKatalyst Systems Impact is a Financial Wealth Management team seeking a detail-oriented and process-driven Office & Client Service Administrator to oversee back-office operations and client account management. This role is essential in ensuring the firm's daily operations run smoothly while managing client support functions and compliance processes.
ConsultingCorporate TrainingEducationTraining
Responsibilities
Manage and improve daily office operations, workflows, and administrative processes
Maintain and oversee client records, agreements, and confidential transaction paperwork
Ensure accuracy in client data entry and financial documentation within the firm’s CRM system (Salesforce)
Implement process improvements to enhance office efficiency and client service delivery
Troubleshoot operational challenges and implement proactive solutions
Oversee compliance-related administrative tasks, ensuring all documentation and processes adhere to industry regulations
Schedule and prepare client meetings, investment proposals, and advisor consultations
Serve as a trusted point of contact for client inquiries, ensuring timely resolution of concerns
Assist clients in utilizing the firm’s financial tools and technology platforms
Facilitate insurance processing and servicing, ensuring accuracy and efficiency
Coordinate marketing initiatives, client engagement activities, and event planning
Represent the firm’s strategic brand and commitment to excellence in client service
Qualification
Required
At least 3 years of administrative experience, preferably in financial services or professional office settings
Strong technical proficiency with Microsoft Office (Word, Excel, Outlook), Adobe Acrobat, and CRM systems (Salesforce preferred)
Process-oriented mindset, with the ability to optimize office workflows and manage complex administrative functions
Exceptional organizational skills, attention to detail, and ability to manage multiple priorities
Strong problem-solving ability, with a proactive approach to identifying and addressing inefficiencies
High level of discretion and confidentiality when handling financial documents and client transactions
Willingness to obtain financial licensing to enhance administrative and client support capabilities
Professional, polished, and client-focused demeanor, ensuring high-quality service delivery
Benefits
Health insurance stipend provided.
Simple IRA with a 3% match.
Paid Time Off (PTO) and paid holidays.
Supportive, small-office culture with a focus on work-life balance.
Full-time, in-office position with career advancement opportunities.
Company
Katalyst Systems Impact
Katalyst Systems Impact provides consulting and executive coaching services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Amy Strasburger
Partner & Director of Front Stage Operations & Talent Solutions
Trish Raap
HR Solutions Partner
Company data provided by crunchbase