What are the responsibilities and job description for the Administrative Assistant/Client Services position at RCS Wealth Management Group?
Job Summary
We are seeking a dedicated and detail-oriented Client Services professional to join our team. This role is essential in providing exceptional support to our clients and ensuring smooth operations within the office environment. The ideal candidate will possess strong organizational skills, be proficient in computer applications, and have a friendly demeanor that enhances client interactions.
Responsibilities
- Serve as the first point of contact for clients, providing excellent customer service and addressing inquiries efficiently.
- Manage front desk operations, including greeting visitors and handling incoming calls.
- Assist with scheduling appointments and coordinating client meetings.
- Maintain organized records and files, ensuring all documentation is up-to-date.
- Utilize Google Suite and other office software to manage tasks and communicate effectively.
- Perform clerical duties such as data entry, filing, and maintaining office supplies.
- Support dental reception tasks as needed, including patient check-in and insurance verification.
- Collaborate with team members to ensure a seamless client experience.
Experience
- Previous experience as a personal assistant or in an office environment is preferred.
- Familiarity with dental receptionist duties is a plus but not required.
- Strong computer literacy with proficiency in Google Suite applications.
- Bilingual candidates are encouraged to apply to enhance communication with diverse clients.
- Excellent time management skills and the ability to prioritize tasks effectively.
- Exceptional organizational skills with attention to detail for maintaining accurate records.
Join our team and contribute to creating a positive experience for our clients while developing your professional skills in a supportive environment!
Job Type: Full-time
Pay: $65,941.00 - $71,209.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
People with a criminal record are encouraged to apply
Work Location: Hybrid remote in Lakewood, NJ 08701
Salary : $65,941 - $71,209
