As the Client Service Associate, the primary responsibility is to provide seamless administrative support to the staff and clients of 3 people. 2 days in office and 3 days at home.
This requires the Assistant to develop a deep understanding of the Business to provide service to our client base and establish priority based on the level of importance.
Key Responsibilities
- Expert service with Clients.
- Answer office phone calls immediately, in a professional and helpful manner and route for action and follow up
- Execute and route all communication and provide follow up: answering multiline phones, email, copying, faxing, filing, mail, scanning, etc.
- Greet guests and prepare conference rooms for meetings (set up video calls)
- Prepare all FedEx packages, track and confirm delivery
- Pickup/drop off mail daily, sort and distribute
- Prepare and process expense reports (and track receipts) for your assigned team
- Prepare, proof, format and finalize documents, spreadsheets, letters, and correspondence
- Make copies, scan documents and file on Dorado as required
- Manage travel arrangements for your assigned team
- Track and order all office supplies, kitchen supplies and presentation supplies
- Continuously update client information in Salesforce
- Coordinate, order, send and track delivery of gifts as requested (especially on holidays) and maintain log
- Coordinate all repairs to suite with building office (light bulbs, air filters, etc.)
- Assure that all office equipment is functioning and maintained
- Maintain client birthday database, circulate for signatures and mail on a timely basis
- Provide flexible support to staff as required, including work overflow as requested from client advisory teams
- Establish effective working relationships with colleagues and external contacts
Qualifications:
- Bachelor’s Degree required.
- Ideally experience working in an administrative role preferably in financial services. 3+ years Financial experience required.
- Ability to work well in a team environment.
- Excellent attention to detail.
- Series 7 or 63 helpful or be willing to get them. Will make more once licensed.
This requires the Assistant to develop a deep understanding of the Business to provide service to the client base and establish priority based on the level of importance.
- LOCAL CANDIDATES ONLY- DIRECT HIRE AND CAREER OPPORTUNITY! SALARY DEPENDS ON EXPERIENCE AND LICENSES.
