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HRCoach · 20 hours ago

Administrative Assistant / Client Service Coordinator

Williston, VT, 05495, US

Full-time

Onsite

Senior Level

$22/hr - $27/hr

5+ years exp

Guided Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Administrative Assistant / Client Service Coordinator to join their dynamic and growing team. This role is critical in ensuring a smooth and professional client experience, serving as the first point of contact for clients and providing comprehensive administrative support to the advisory team.

Human Resources

Responsibilities

Greet clients and visitors warmly and professionally, in person and over the phone

Serve as the first point of contact for incoming calls and direct inquiries to appropriate team members

Maintain a professional and welcoming reception area at all times

Reach out to clients as needed for administrative follow-up and coordination

Schedule and coordinate advisor calendars and client appointments

Assist with meeting preparation and follow-up

Maintain accurate client data and records within the CRM

Process paperwork, including third-party authorization forms, and maintain updated third-party lists

Maintain check and mail logs and assist with document processing and filing

Expedite and track client tax documents

Follow up with third parties to ensure timely completion of requests

Support gift compliance processes, including tracking, documentation, and coordination as required

Maintain and update referral tracking spreadsheets and related documentation

Send celebration cards and client correspondence

Assist with client events and office-hosted meetings

Organize lunch meetings and internal staff meetings as needed

Order and maintain office supplies

Coordinate special projects as assigned

Provide general administrative support to ensure smooth day-to-day operations

Qualification

Client service experienceMicrosoft Office proficiencyCRM experienceOrganizational skillsService-oriented demeanorCommunication skillsInterpersonal skillsAttention to detail