Client Service Associate

Administrative Assistant Job Description: Answer phones/greet visitors Prepare and edit documents, reports, and presentations using Excel and PowerPoint. Manage schedules, coordinate meetings, create Zoom meetings, and handle confidential correspondence. Complete compliance requirements for new accounts Coordinate account maintenance requests from clients Organize annual account review process Coordinate renewal of homeowner's insurance and track insurance premium payments Maintain records for tax payments Deposit checks into client accounts Administrative Assistant Job Requirements: Associate's or Bachelor's degree required A minimum of one year of related business experience within legal, accounting or financial services industry Strong organizational skills with ability to manage multiple tasks Highly accurate with attention to detail Proficiency with Microsoft Office required, Adobe Pro experience a plus Polished and professional demeanor Proficiency in Excel and Power Point

Salary : $48,000 - $58,000