San Diego, CA30+ days ago
Some essential duties, responsibilities and requirements for the Office Coordinator role include:** + Support the sales team by processing and validating contractual agreements to ensure accuracy + Provide exceptional customer service support by handling customer inquiries, questions, and updates + Greet and assist visitors as they arrive at the office + Answer and direct phone calls to the appropriate party along with taking and delivering messages accurately + Produce and maintain same day checks, trust claims, and the reconciliation of bank records. + Input statistical information into a CRM system and other databases + Use of SOX compliance software to reconcile daily, weekly, and monthly reports **Requirements:** + Proficient in Microsoft Office Suite (Word, Excel, Outlook) + Time management and organizational skills + Must have the ability to work independently or with a team + Convey information clearly and concisely in written and spoken communication + Capable of setting and meeting priorities and deadlines.