Demo

Office and Client Coordinator

FIG Talent Solutions
Traverse, MI Full Time
POSTED ON 2/20/2025
AVAILABLE BEFORE 5/17/2025

Position Overview :

The primary responsibility of this position is to provide administrative support by organizing and ensuring proper completion of all client paperwork, following-up on client service issues, and maintaining files.

Position Requirements :

  • High school or equivalent – college degree preferred but not required
  • Previous customer service experience required
  • Previous office experience required
  • Excellent computer skills
  • Ability to communicate with co-workers, clients, and various business contacts in a courteous and professional manner
  • Ability to investigate, research, and resolve problems or concerns
  • Ability to maintain confidentiality
  • Ability to organize, prioritize, and handle multiple tasks
  • Ability to pay close attention to detail, work under pressure and meet deadlines
  • Strong verbal and written communication skills

Job Duties :

  • Perform general administrative and support functions for the office including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing, and overnight shipping information
  • Organize, coordinate, and maintain client paperwork
  • Correspond with clients to complete new accounts, asset transfers, and other forms
  • Handle routine matters for client accounts including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face
  • Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed.
  • Ensure office procedures are followed
  • Assist with planning of client events
  • Assist with monthly mailings
  • Perform other duties and projects as assigned
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