Description
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.
Skills
Support, Administration, Project coordination, Windows, Operations, Coordination, MS Excel, MS PowerPoint, administrator support, Onboarding, Document management system, Data, CRM, Salesforce, Reporting, Financial Services
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
Skills
Support, Administration, Project coordination, Windows, Operations, Coordination, MS Excel, MS PowerPoint, administrator support, Onboarding, Document management system, Data, CRM, Salesforce, Reporting, Financial Services
Top Skills Details
Support,Administration,Project coordination,Windows,Operations,Coordination,MS Excel,MS PowerPoint,administrator support,Onboarding,Document management system,Data
Additional Skills & 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
Experience Level
intermediate Level
Job Type & Location
This is a Contract to Hire position based out of Coppell, TX.
Pay and Benefits
The pay range for this position is $22.00 - $24.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Coppell,TX.
Application Deadline
This position is anticipated to close on Jun 26, 2026.
About TEKsystems
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.
