Description
Client Services Administrator


Are you a highly professional administrator with a passion for helping others? Our wealth management team is seeking a Client Services Administrator to deliver exceptional administrative and client service support in a fast-paced, client-focused office environment.


Key Responsibilities:


Meet and greet clients, providing a welcoming and polished first impression

Answer client and internal phone calls promptly and courteously

Oversee office operations, ensuring a smooth and efficient workplace

Schedule, set up, and coordinate client meetings and appointments

Order office supplies and proactively maintain inventory levels

Monitor and ensure that all office equipment is fully operable and well stocked

Collect and process client fees on a monthly basis

Enter client orders into our internal system with accuracy and attention to detail
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