What are the responsibilities and job description for the Client Services Administrative Assistant position at LHH Recruitment Solutions?
Job Description
Job Description
We are currently recruiting for a Client Services Administrative Assistant role in Greensboro, NC! This is a fully on-site, direct hire position. We are looking for a dedicated and detail-oriented professional with at least 1-2 years of administrative experience, preferable in a financial services or professional services environment. The ideal candidate will be responsible for providing exceptional client service and administrative support, ensuring smooth operations and enhancing client satisfaction.
Responsibilities
Respond to day-to-day inquiries and interactions with clients.
Assist in the research of client solutions.
Maintain and organize client files and records.
Manage calendars and schedule meetings at the request of the financial advisors.
Prepare for meetings by organizing materials and reports for clients and prospects.
Follow up on action items and tasks from meetings.
Correspond with clients to obtain necessary information for financial plan development.
Assist with the preparation of financial documents and client reports.
Maintain and update client information in the CRM system.
Assist with client onboarding and follow-up activities.
Manage and update the company's website to ensure accurate and current information.
Oversee the company's social media accounts, creating and scheduling posts to engage with clients and promote services.
Ensure all activities comply with relevant regulations and company policies, serving as a liaison with our compliance team.
Approach tasks with an operations mindset, focusing on efficiency and effectiveness.
Take initiative and work independently to identify and address needs and opportunities.
Qualifications
Associate's or Bachelor's degree preferred.
Minimum of 2 years of administrative experience, preferably in a financial services or professional services environment.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Familiarity with CRM systems preferred.
Active Notary Public a plus.
Detail-oriented, proactive, and able to work independently.
Strong problem-solving skills and a positive attitude.
Strong organizational and multitasking abilities.
Excellent communication and interpersonal skills.
Pay Details : $18.00 to $20.00 per hour
Search managed by : Kristin Yates
Equal Opportunity Employer / Veterans / Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https : / / www.lhh.com / us / en / candidate -privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and / or security clearance requirements, including, as applicable :
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Salary : $18 - $20
