What are the responsibilities and job description for the Client Success Assistant (US Based, Remote) position at RCS Wealth Management?
We are looking for a Client Success Assistant to perform a variety of administrative and client service tasks. The Client Success Assistant’s responsibilities include managing calendars, keeping track of deliverables, conducting research, and coordinating between various team members. To be successful in this role, you should be well-organized, have great time management skills and be able to act without guidance.
Responsibilities
Act as the point of contact among executives, employees, clients and external partners
Manage information flow in a timely and accurate manner
Manage client deliverables.
Prepare weekly, monthly or quarterly reports
Format information for internal and external communication – memos, emails, presentations, reports
Requirements
Work experience as an Executive Assistant, Administrative Assistant or similar role
Basic knowledge of business software such as MS Office products, Google For Business, or similar.
Outstanding organizational and time management skills
Excellent verbal and written communications skills
A 4-year college / university degree
Benefits
This is a full-time salaried position. Starting salary is $60,000 per year with opportunities for regular advancement and raises.
This position is fully remote, although you will have opportunities to meet and socialize with the mostly Brooklyn-based staff if you are in the area and wish to connect.
From Day One offers a comprehensive benefits package including health insurance (including medical, dental, and vision coverage), competitive vacation policies including summer and winter breaks, and an employee stock plan.
This position requires a 4-year college / university degree at minimum. Candidates should have a strong academic background and a minimum of 2 years of full-time, professional post-graduation experience.
Diversity and inclusion are absolutely core to our mission, and we are committed to those values in our hiring process.
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