TEAM COORDINATOR
2 weeks ago
Position Summary
This position requires a highly organized individual who possesses strong initiative and has the ability to complete multiple projects in a deadline driven environment. This individual must be able to communicate effectively and understands the need to work in an integrated manner with other members of the department in furtherance of goals, objectives, and knowledge.
Job Essentials, Responsibilities, Duties
Responsible for execution of client ancillary support tasks and projects as directed by accounting team
Scan, file and other basic administration to support staff and managers
Assist with client real estate purchases and sales by managing checklists
Assist with ongoing client needs relating to property, vehicles, and identification documents such as driver's licenses
Point person to coordinate with all automobile, vehicle, equipment, acquisitions and sales
Execute ad-hoc administrative assignments and manage projects as assigned
Maintain professional communication with clients and Trusted Advisors
Manage emails and tasks for internal team.
Run internal direct report team meetings
Prioritize matters and tasks for the team; effectively communicating updates to appropriate parties, and solicit assistance where needed
Coordinate and maintain accurate and organized records of all client possessions and assets such as credit cards, registrations, important documents, etc.
Maintain client master login list
Manage team phone as defined by the company policy
Ensure insurance renewals happen by managing the projects
Assist with completion of all applications or client forms
Assist with vendor management
Assist with insurance claims
Assist with insurance renewal applications
Assist with real estate applications and paperwork
Assist with vehicle purchase applications and paperwork
Assist with vendor relationships
Complete fulfillment forms and/or vendor start paperwork
Specific Job Knowledge, skills, and Abilities
Strong project management and organizational skills
Superior verbal and written communication skills
Qualifications
3 years working in office/ client service administration or management
Bachelor's Degree or 3 years of relevant experience
Tri Star Core Values
PERFORMANCE: We provide clients with excellent reporting and service
HONEST & INTEGRITY: We are transparent and accountable, always being truthful to staff and clients
TEAMWORK: We actively participate in group discussions, tasks, and projects
COMMITMENT: We are dedicated to our roles within Tri Star, the core values of the firm and the clients
TECHNOLOGY: We seek to capitalize on innovative technologies and contribute to positive change in the firm
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