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

Salesforce Queue & 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

Reporting & Metrics Support:

• 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