Are you an administrative professional with exceptional client service skills? Do you excel in organization and thrive in a dynamic environment?

If you have a natural ability to connect with others and are looking for a role where your interpersonal skills are as valued as your administrative expertise, Pinion’s Family Business Advising team has an exciting opportunity for you as a Client Service Coordinator.

Pinion is a national Top 70 consulting and accounting firm dedicated to delivering exceptional service to our clients, fostering growth in our employees, and supporting the communities we serve.

We strive to create an environment where all team members can apply their unique skills and passions to make a meaningful impact.

About the Family Business Advising Team :

At Pinion, the Family Business Advising team is dedicated to navigating the complexities of family business dynamics. We understand that each family business is unique, and we provide personalized advice to help these businesses thrive across generations.

Our team specializes in working with agricultural businesses family operated farms and ranches. We are committed to building trusted relationships and delivering solutions that align with the family's values and business goals.

This position is based in Kansas City and can be fully in-office or hybrid. A hybrid role could include regular or limited time in the office.

What you’ll be doing :

Your primary responsibilities will include :

• Client Scheduling : Coordinate meetings of varying sizes with clients, adjusting appointments as needed, and ensuring effective communication through phone calls and emails.
• Meeting Preparation and Support : Collaborate with our meeting planner to prepare for group meetings in Kansas City. You'll be responsible for preparing materials, setting up meeting spaces, welcoming attendees, and identifying consistent meeting venues.
• Meeting Logistics : Provide remote logistical support for meetings, working closely with team members across locations.
• Inbox Management : Act as a delegate in Outlook to maintain timely responses to emails from clients and prospects, which often involves scheduling meetings.

Ensure inbox organization, especially during periods of significant travel for advisors.

• Expense Report Preparation : Track and report expenses.
• Meeting Notes and Minutes : Attend meetings as needed to transcribe discussions and capture key points.
• Misc Administrative Tasks : Support Pinion leaders in the Kansas City office with miscellaneous tasks as needed.

What you’ll need for this position :

• Proven experience in an administrative or client service role, preferably within a professional services environment.
• Exceptional interpersonal and communication skills, with a focus on providing stellar client service.
• Ability to manage time effectively, prioritize tasks, and adapt to changing schedules and needs.
• Willingness to assist with a variety of tasks and maintain confidentiality of sensitive information.
• Proficiency with technology, including MS Office suite with experience operating as a delegate in Outlook preferred.
• A collaborative mindset and the ability to work well with various leadership styles and team members at all levels.

Bonus skills :

Familiarity with farm / ranch family businesses

What’s in it for you :

• Hybrid or in-office work environment
• A people-centered culture, with fun included among our firm values
• A robust training and development program designed to help you discover your distinct abilities and use them to grow yourself and the firm

Pinion offers a competitive compensation and excellent benefits package, including health, dental, vision, life and disability insurance, 401k / profit-sharing, holidays, flexible work arrangements, and paid leave.

Compensation : In some states and municipalities, Pinion is required by law to include a reasonable estimate for range of compensation.

When making compensation decisions, Pinion takes into account a variety of factors including but not limited to experience, skills, certifications / licenses, and geographic location.

The wide range for this role reasonably accounts for these factors. Specific compensation decisions are made based on the facts and circumstances of each case.

A reasonable estimate of the current range is $20-30 per hour.

EEO : Pinion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Attest services are provided by KCoe Isom, LLP, a licensed CPA firm.

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Last updated : 2024-06-11