Onsite Relationship Specialist Customer Service and Office Administration

Onsite Relationship SpecialistRequired Education: High School Diploma or equivalent Preferred Education: Associate's degree Required Qualifications / Skills / Experience: Minimum 3 years of customer service and/or office administration experience Excellent verbal and written communication skills Financial services or insurance industry experience Strong interpersonal and relationship-building skills Strong organizational and time management skills Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) Administrative and operational support experience Preferred Qualifications / Skills / Experience: Experience supporting executives or office leadership Accounts payable and accounts receivable experience Experience coordinating meetings and conference rooms Experience with onboarding or new hire coordination Experience with facilities coordination Mailroom or office operations experience Onsite Relationship Specialist Overview: The Onsite Relationship Specialist supports the daily operations of a General Office by serving as the primary point of contact for agents, clients, and visitors while providing administrative support to the Managing Partner and leadership team. Responsibilities include customer service, office administration, accounts payable and receivable coordination, meeting preparation, facility coordination, onboarding support, and maintaining smooth day-to-day office operations. The ideal candidate is highly organized, customer-focused, and capable of managing multiple administrative responsibilities while delivering exceptional service.Job Duties: Provide administrative and operational support to the Managing Partner and management team Serve as the first point of contact for agents and clients Greet visitors and maintain a professional front desk environment Answer and direct incoming phone calls Coordinate accounts payable and accounts receivable activities Process agent payment requests and operational expenses Reconcile purchase cards Manage incoming and outgoing mail and deliveries Distribute correspondence in accordance with regulatory guidelines Coordinate conference room scheduling and meeting preparation Assist with facility management and maintenance requests Troubleshoot basic office and local network issues Coordinate onboarding resources for new agents Complete fingerprinting administration for candidates Prepare reports and complete additional administrative tasks as assigned**Only those lawfully authorized to work in the designated country associated with the position will be considered.****Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.**