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Client Service Administrator

Virtual Vocations Inc

Providing essential administrative and client service support, the part-time Client Service Administrator will coordinate office activities, prepare client materials, and maintain accurate records in a remote setting. Key responsibilities: Prepare and organize documents, reports, and materials for client meetings and internal discussions Maintain accurate client records and account-related documentation in accordance with firm procedures Assist with new business processing and support client communications, including correspondence and inquiries Required qualifications: High school diploma or equivalent required; bachelor's degree in a related field preferred Prior administrative or client service experience, preferably in financial services or a professional environment Strong organizational skills with the ability to manage multiple priorities and meet deadlines Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint Ability to work independently in a remote environment while collaborating effectively with team members

Vacancy posted 4 days ago
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