Client Service Administrator
Core
Provides administrative support to a Financial Advisor, handling client-facing activities, scheduling, and daily office operations.
Role type
Client Service Administrator (Administrative Assistant)
Builds
Client/member meeting schedules and correspondence
Domain
Financial Services
Deliverable
product features
Required skills
Administrative support, telephone handling, mail processing, Microsoft Office (Word, Excel, PowerPoint), contact management systems, scheduling
Preferred skills
Previous administrative/secretarial experience, technical computer aptitude, ability to handle multiple tasks
Responsibilities
Answering phones, greeting members, handling/distributing mail, ordering supplies, scheduling client meetings, updating contact management systems, preparing correspondence and reports, assisting Financial Advisors with meeting preparation
Seniority
Entry-level, individual contributor