Client Service Coordinator (Admin Assistant)

 Westaff's Career Division is recruiting for a high-level, professional Administrative Assistant to serve as the Client Service Coordinator for a well established Financial Planning Group

Salary is 44K-58K depending on experience.

Must have exceptional communication, computer and organizational skills. 

Monday - Friday, 8am-5pm. 

Job duties include: 

• Manage the calendar on a daily basis, remain communicative to the team
• Answer all incoming calls and forward messages and or transfer calls accordingly
• Prepare all appointment files  
• Greet guests in lobby, offer water or coffee, display effective and friendly communication
• Schedule existing client service appointments as well as for all prospect leads on a daily basis
• Create and maintain spreadsheet for reporting appointment activity, skilled in CRM, list management proficiency
• Enter all scheduled appointments into the CRM calendar, upload forms into database system 
• Update/verify all information is in alignment with CRM data, update/improve accordingly 
• Make all confirmation calls  
• Sign and mail out appointment confirmation letters 
• Track, keep a record in database, communicate effectively, report daily in team meeting
• Contact prior no shows, cancellations, and or older leads via phone or email, promote upcoming seminars and or other marketing events 
• Assist in client service work such as updating client information on file, processing paperwork for new business, and uploading documents to platforms as needed.
• Other duties as assigned 

Apply for the Client Service Coordinator (Administrative Assistant) position today! 

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