Front Office Administrator
Job Description
Front Office Coordinator - DIRECT HIRE
Greet clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.
Handle incoming telephone calls and our telephone software.
Sort and distribute mail.
Send periodic client correspondence.
Coordinates the assembly and mailing of client paperwork.
Handle firm calendars for the Wealth Advisor(s) and others in the office.
Manage office supplies.
Coordinate outside vendors.
Coordinate client events.
Assist with digital Content and Marketing.
Assist with Quickbooks Administration.
Perform other duties as assigned.
Front Office Coordinator requirements.
Excellent interpersonal skills, attitude, and an extraordinary client service orientation.
Superior phone skills—friendly and helpful in all interactions on the phone.
Excellent organizational and time-management skills and ability to multi-task
Microsoft OfficeSuite & Adobe
Job Type: Full-time
Pay: $23.00 - $26.00 per hour
Schedule:
- 8 hour shift
Work Location: In person
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