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Client Care Coordinator/Office Manager
2 months ago
Client Care Coordinator/Office Manager- Part Time Opportunity
Job Summary:
We're seeking an individual to work on a part time basis to serve as the backbone of our day to day office operations, supporting our partners, staff, and ensuring a welcoming experience for our clients. The ideal candidate will be highly organized, possess exceptional time management skills, and derive satisfaction from assisting others. Your contributions will directly enhance our business efficiency by delivering personalized and timely support to partners, clients, and team members.
Duties and Responsibilities:
- Serve as a primary point of contact for partners, employees, clients, and other service providers.
- Manage telephone communications, greet and direct clients, and oversee routine office operations.
- Assist with the coordination of client and employee events.
- Handle check deposits, mail sorting, and distribution.
- Arrange travel and accommodations for partners.
- Procure office and pantry supplies as necessary.
- Assist in the assembly of client deliverables, including copying, printing, and preparing electronic and client copies.
- Assist the Tax Director with various tasks including drafting engagement letters and assembling tax returns.
Qualifications:
- Bachelor’s Degree preferred.
- Demonstrated work experience highlighting strong interpersonal and teamwork skills.
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
- Meticulous attention to detail with excellent organizational and multitasking abilities.
- Warm, personable, and engaging demeanor.
- Client-centric mindset with a strong emphasis on delivering exceptional service.
- Ability to collaborate effectively with clients and colleagues at all levels within the firm.
- Desire and aptitude to thrive in a small company environment.
Salary and Benefits:
Compensation and benefits at SBK Financial are competitive, aligning with industry standards to attract and retain top talent.
- Salary commensurate with experience.
- Annual bonus potential based on individual performance and firm growth.
- Comprehensive benefits package including healthcare (including dental and vision), 401(k) with company match, and disability insurance.
Join SBK Financial today and embark on a rewarding career journey where your talents are valued, and your contributions make a meaningful impact on our clients' financial well-being.
