Office Coordinator

4 weeks ago

Orchard Park, United States Southtowns Financial Group Full time
Job DescriptionJob Description

The office coordinator is responsible for supporting the CEO of Southtowns Financial Group and functioning as a communication liaison, overseeing daily operations, new client on-boarding, assisting team members within the firm, coordination of schedules, and general administrative tasks.

Southtowns Financial Group, founded in 1994 and based in Orchard Park, NY, is an extensive, comprehensive financial services firm committed to helping our clients improve their long-term financial success. We work with individuals and their families as well as with business owners.

 

Duties and Responsibilities:

· Function as a coordinator and liaison between executive and internal stakeholders

· Handle the complex schedule and travel arrangements for the executive

· Schedule, coordinate, and ensure the executives appointments and meetings run smoothly

· Monitor and respond to emails, ensure important messages are brought to the executive’s attention promptly

· Answer incoming phone calls and transfer calls to necessary parties

· Establish connections with clients and handle the full on-boarding process

· Act as an integral part of managing and executing a varying range of projects

· Prepare meeting and presentation materials

· Fulfill the purchase of office materials

· Support a varying array of weekly reporting

· Handle and maintain confidential and sensitive information with the utmost discretion and professionalism

· Maintain the office appearance to ensure a clean, safe, and productive environment

· Execute other administrative duties as assigned

 

 

 

 

 

Company DescriptionSouthtowns Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. Our holistic approach has earned us a reputation for excellence in our industry. We help our clients have more and live well. We grow wealth with responsibilityCompany DescriptionSouthtowns Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. Our holistic approach has earned us a reputation for excellence in our industry. We help our clients have more and live well. We grow wealth with responsibility

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