Job Description:

JOIN OUR TEAM TODAY!One of our leading Financial Planning Offices is expanding operations to better service their growing client base.YOUR ROLE:As a direct point of contact for prospects and clients, you will be responsible for the delivery of administrative tasks within the office.HOW YOU WILL MAKE AN IMPACT:First-line of contact for prospective and current clients of the firmCRM data entry, enter notes, update workflowsInbound and outbound call supportMail and ship packagesUpkeep office physical appearanceDocument and update client recordsProcessing paperwork and client requestsCommunicate with insurance companies regarding policiesCalendar managementMeeting & events scheduling and coordinationWHY YOU ARE THE RIGHT PERSON:3+ years of experience in an administrative or client services function1+ years of experience working at a professional services business (accounting, legal, financial planning, etc.)Excellent verbal/written communications skills, computer skills (MS Office), and attention to detail