What are the responsibilities and job description for the Business Operations Coordinator position at Claire Myers Consulting?
**Job Overview:**
Claire Myers Consulting is seeking an experienced Administrative Support Specialist to support the Head Financial Advisor. This role requires a highly organized, proactive individual who can manage office operations, personal tasks, and team coordination while ensuring a smooth day-to-day workflow.
Key Responsibilities:
- Manage mail distribution, document scanning, and bill payments as needed.
- Maintain office organization, order supplies, and ensure a tidy space.
- Troubleshoot office equipment, including printers, internet, and phone systems.
- Assist with meeting preparation by organizing necessary documents and materials.
- Schedule doctor appointments, kids' activities, and family vacations.
- Pick up children when meetings run late.
- Hire and oversee vendors for personal and home projects.
- Track team progress in Salesforce and generate reports for regular meetings.
Requirements:
- 2 years of experience in a support role within financial services.
- Experience with Salesforce, MoneyGuide Pro, Microsoft Office, and Excel preferred.
- Self-starter with a proactive approach, anticipating the needs of the Financial Advisor.
