Client Service Administrator

We are a well-established and always growing family law legal document preparation company seeking an organized, detail-oriented, and professional full-time Administrative Assistant to join our team. The ideal candidate will demonstrate excellent communication skills, a strong work ethic, and the ability to work effectively under pressure in a fast-paced environment. This is an exciting opportunity to work directly with the owner of the business and contribute to the continued growth of our company.

Key Responsibilities:

• Plan and schedule appointments and events efficiently

• Greet and assist onsite clients and visitors in a professional manner

• Answer inbound calls on a multi-line telephone system with clarity and professionalism

• Maintain organized filing systems, both physical and electronic

• Prepare legal documents, correspondence, and other administrative tasks as needed

• Communicate with current and...

WealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors.

Responsibilities

• Provide exceptional customer service to clients over the phone, email, and in person
• Manage and maintain client records, ensuring accuracy and completeness
• Coordinate client meetings, including scheduling, preparing materials, and serving as the liaison between clients and advisors
• Assist with account openings, transfers, transactions, and other administrative tasks
• Help create and distribute client-facing communications, including newsletters and marketing materials
• Continually develop knowledge of industry trends and news to better inform clients and...