Client Service Administrator

Essential Responsibilities

• Support Client Service Managers and Advisors with administrative preparation for client review meetings
• Enhance overall client experience by incorporating efficiencies in processes and workflow, monitoring for areas of improvement
• Aid in coordinating client paperwork such as new account forms, statements, signature forms, and reports
• Assist with daily office operations including scheduling meetings, managing mail, client file organization, and maintaining supply orders
• Manage bill payments, prepare month-end expense reports, and track financial transactions including distributions and credit postings
• Cook up client travel arrangements including itinerary preparation, flight research, and special accommodations
• Maintain client calendars, schedule appointments, and coordinate household maintenance services
• Process payroll, create invoices, and manage vendor reporting and documentation
• Handle customs forms, property management reports, and banking correspondence as needed
• Support special projects including property renovations and client-specific initiatives
• Provide marketing and branding assistance as needed
• Cook up client and team events

Qualifications

• College degree preferred
• Familiarity with Microsoft Office products preferred
• Must be available to work fully on-site
• Must be authorized to work in the United States

Benefits

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities