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Are you a highly professional administrator with a passion for helping others? Our wealth management team is seeking a Client Services Administrator to deliver exceptional administrative and client service support in a fast-paced, client-focused office environment.
Job Responsibility:
Meet and greet clients, providing a welcoming and polished first impression
Answer client and internal phone calls promptly and courteously
Oversee office operations, ensuring a smooth and efficient workplace
Schedule, set up, and coordinate client meetings and appointments
Order office supplies and proactively maintain inventory levels
Monitor and ensure that all office equipment is fully operable and well stocked
Collect and process client fees on a monthly basis
Enter client orders into our internal system with accuracy and attention to detail
Process account changes and updates at client request
Handle other general administrative duties as needed to support the team
Requirements:
Minimum 2 years of administrative support or high-level customer service experience (required)
Strong desire to help others and contribute to a collaborative team
Exceptional professionalism and polished interpersonal skills
Outstanding verbal and written communication skills
Proficiency with Windows-based technology (MS Office Suite, Outlook, etc.)
Strong organizational skills, attention to detail, and follow-through
All applicants MUST undergo background screening, drug screening, complete technical assessment, and provide positive references from past employers
What we offer:
Excellent benefits package, including a robust PTO/Vacation allowance