Office and Client Coordinator

We have a financial services firm in Salisbury, NC is in need of a full time Office and Client Coordinator. Candidates must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, customer service oriented, and computer savvy.Working hours are 8:30 AM to 5:30 PM, Monday through Thursday and 8:30 AM to 2:00 PM on Friday. Team environment with great pay and benefits.Position Overview: The primary responsibility of this position is to provide administrative support by organizing and ensuring proper completion of all client paperwork, following-up on client service issues, and maintaining files.Position Requirements:High school or equivalent - college degree preferred but not required· Previous customer service experience requiredPrevious office experience requiredExcellent computer skillsAbility to communicate with co-workers, clients, and various business contacts in a courteous and professional mannerAbility to investigate, research, and resolve problems or concernsAbility to maintain confidentialityAbility to organize, prioritize, and handle multiple tasks· Ability to pay close attention to detail, work under pressure and meet deadlines· Strong verbal and written communication skillsJob Duties:Perform general administrative and support functions for the office including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing, and overnight shipping informationOrganize, coordinate, and maintain client paperworkCorrespond with clients to complete new accounts, asset transfers, and other formsHandle routine matters for client accounts including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to faceResearch and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed.Ensure office procedures are followedAssist with planning of client eventsAssist with monthly mailingsPerform other duties and projects as assigned

Created: 2024-11-02