Oxford Advisory Group · 1 day ago
Administrative Coordinator
Orlando, FL
Full-time
Onsite
New Grad, Entry LevelOxford Advisory Group is seeking a dynamic and highly organized Administrative Coordinator to join their team. In this vital role, you will serve as the backbone of office operations, ensuring seamless administrative support, efficient communication, and excellent customer service.
FinanceFinancial ServicesWealth Management
Responsibilities
Manage front desk operations, greeting visitors and clients with professionalism and warmth
Operate multi-line phone systems, handle incoming calls with courteous phone etiquette, and direct inquiries appropriately
Perform data entry tasks accurately using computer skills, including Microsoft Office and Google Workspace applications
Maintain organized filing systems—both physical and digital—and ensure documents are properly stored and easily accessible
Support calendar management by scheduling appointments, meetings, and coordinating events efficiently
Provide exceptional customer service by addressing inquiries promptly and professionally via phone, email, or in person
Proofread correspondence, reports, and documents to ensure clarity, accuracy, and professionalism
Support office management activities such as supply inventory, order processing, and maintaining office equipment
Perform clerical duties including photocopying, faxing, mailing, and organizing files
Offer personal assistant support when needed—such as managing travel arrangements or preparing documents for meetings
Collaborate with team members to streamline office workflows and improve overall efficiency
Qualification
Required
Proven office experience or administrative support experience in a fast-paced environment
Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace tools (Gmail, Calendar, Drive)
Excellent organizational skills with the ability to prioritize tasks effectively and manage time efficiently
Demonstrated customer service skills with a friendly demeanor and professional phone etiquette
Clerical experience involving data entry, filing systems, proofreading documents, and managing multi-line phone systems
Preferred
Experience in medical or dental receptionist roles is advantageous but not required
Relevant personal assistant experience is also valued
Company
Oxford Advisory Group
Oxford Advisory Group is a private, family-owned retirement planning & wealth management firm
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christopher J Dixon, RFC
Co-Founder
Brad Swineheart
Chief Marketing Officer
Recent News
Company data provided by crunchbase