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Job Overview
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Professional Development
Employee assistance program
Flexible spending account
Job Description
The hiring organization operates as a professional services firm, specializing in providing clients with comprehensive legal, financial, and estate planning solutions. Known for its client-focused approach, the company prioritizes effective communication and meticulous attention to detail to ensure all client interactions and services meet the highest standards. The company values a cooperative environment, where team members work together to manage critical administrative and client-facing tasks efficiently to support the firm’s objectives and enhance client satisfaction.
This role is a vital administrative position responsible for managing front desk operations, facilitating communication, and supporting both client and internal team needs across the ... Show More
This role is a vital administrative position responsible for managing front desk operations, facilitating communication, and supporting both client and internal team needs across the ... Show More
Job Requirements
- High school graduate (some college preferred)
- 2-3 years related experience or training
- equivalent combination of education and experience
- knowledge of banking applications helpful
- attention to detail and quality time management skills
- ability to speak professionally with clients and employees
- working knowledge of Microsoft Office
- ability to be flexible with assignments
- knowledge of estate planning and investment terms helpful
Job Qualifications
- High school graduate (some college preferred)
- 2-3 years related experience or training
- knowledge of Microsoft Office
- ability to speak professionally with clients and employees
- knowledge of estate planning and investment terms helpful
Job Duties
- Greet and assist clients and guests
- answer and direct phone calls
- manage the front lobby and conference rooms
- order marketing materials, supplies and office equipment
- manage and facilitate communication with clients in scheduling meetings
- assist with location events including mailing lists, holiday and birthday cards, and RSVPs
- bill pay and posting monthly electronic statements
- disseminate daily mail and blue bag items
- manage legal file area
- assist with expense reporting
- maintain the printer and printer area
- office key coordinator
- manage trust account deposits
- office reporting such as overdraft reports and obituaries
- perform other duties and special projects assigned such as notaries, document imaging and assisting with meeting preparation
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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