Part-Time Administrative Professional
- Facilitate communication between our customers and team to ensure customer satisfaction
- Manage all paperwork in the office and create a process for team members to follow to ensure efficiency
- Generate status reports as requested so the team is informed with progress reports
- Serve as the first point of contact—warmly greeting clients and ensuring their experience reflects our people-first values.
- Coordinate scheduling, prepare meeting materials, and manage calendars for advisors.
- Maintain accurate client records in our CRM (e.g., Redtail) and other platforms.
- Support client onboarding, document processing, and compliance tracking.
- Liaise with custodians and partners to ensure smooth operations.
- Help organize internal workflows and contribute to process improvements.
- Shows ability to quickly finish very detailed work
- Proficient in basic computer software and can quickly learn to use new programs
- Enjoys talking with customers and can communicate through verbal and written channels
- Warm, professional communicator with a client-first mindset.
- Able to manage multiple priorities while maintaining accuracy.
- Exceptionally organized with keen attention to detail.
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