A client with Kforce is seeking an Administrative Coordinator - Integrations - Onboarding to join their team. This is a hybrid role in Dallas, TX - 3 days onsite a week.
Summary: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.
Responsibilities
- 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
- 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
- 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* 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