What are the responsibilities and job description for the Administrative Support Professional position at Bright Lake Wealth Management?
About the Role
We are seeking a skilled and experienced Client Service Administrator to join our team at Bright Lake Wealth Management. As a key member of our support staff, you will play a critical role in ensuring the smooth operation of our day-to-day activities.
Your primary responsibility will be to provide exceptional customer service to our clients, responding to their inquiries, resolving issues, and managing their account information.
You will also be responsible for preparing client materials, coordinating appointments, and maintaining accurate records.
