Job duties include:

– Greet clients and offer warm reception

– Schedule, coordinate and confirm client meetings

– Communicate with clients over the phone and email

– Collaborate with team in preparation of client meetings

– Prepare meeting folders

– Update internal systems with client data

– Initiate quarterly service contacts with clients

– Utilize scanner to save client documents and related files

Education and training requirements:

• High School Diploma or GED required
• Some College preferred.
• 2+ years of experience in administrative related work positions
• Willingness and ability to adapt to changing priorities through advancement within the company
• Demonstrated high level of self-motivation to drive effectiveness and efficiency
• Proficient in Microsoft Office Suite: Outlook, Word, Excel, etc.