Administrative Assistant/Client Service Assistant

As the Client Service Associate, the primary responsibility is to provide seamless administrative support to the staff and clients of 3 people. 2 days in office and 3 days at home. This requires the Assistant to develop a deep understanding of the Business to provide service to our client base and establish priority based on the level of importance. Key Responsibilities Expert service with Clients. Answer office phone calls immediately, in a professional and helpful manner and route for action and follow up Execute and route all communication and provide follow up: answering multiline phones, email, copying, faxing, filing, mail, scanning, etc. Greet guests and prepare conference rooms for meetings (set up video calls) Prepare all FedEx packages, track and confirm delivery Pickup/drop off mail daily, sort and distribute Prepare and process expense reports (and track receipts) for your assigned team Prepare, proof, format and finalize documents, spreadsheets, letters, and correspondence Make copies, scan documents and file on Dorado as required Manage travel arrangements for your assigned team Track and order all office supplies, kitchen supplies and presentation supplies Continuously update client information in Salesforce Coordinate, order, send and track delivery of gifts as requested (especially on holidays) and maintain log Coordinate all repairs to suite with building office (light bulbs, air filters, etc.) Assure that all office equipment is functioning and maintained Maintain client birthday database, circulate for signatures and mail on a timely basis Provide flexible support to staff as required, including work overflow as requested from client advisory teams Establish effective working relationships with colleagues and external contacts Qualifications : Bachelor’s Degree required. Ideally experience working in an administrative role preferably in financial services. 3 years Financial experience required. Ability to work well in a team environment. Excellent attention to detail. Series 7 or 63 helpful or be willing to get them. Will make more once licensed. This requires the Assistant to develop a deep understanding of the Business to provide service to the client base and establish priority based on the level of importance. LOCAL CANDIDATES ONLY- DIRECT HIRE AND CAREER OPPORTUNITY SALARY DEPENDS ON EXPERIENCE AND LICENSES.