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Office Coordinator

1 month ago

Saratoga Springs, United States Saratoga Financial Services Full time
Job DescriptionJob Description

Saratoga Financial Services is a wealth management firm that works with individuals planning for retirement to help them pursue their financial goals through independent investment advice, management, and unparalleled client service.

We are looking for an Office Coordinator that has a keen eye for detail, ability to multi-task, exceptional communication skills, and who will help maintain a welcoming and resourceful atmosphere.

In addition to maintaining the office, this position will help grow our brand through marketing; organizing our monthly newsletter, managing our firm website and various social media platforms, and assisting with brand awareness to create a deeper sense of community.

 

Responsibilities for Office Coordinator:

  • Run client database
  • Monitor and schedule client reviews
  • Welcome clients and visitors to the office and assist them as needed
  • Maintain and organize office operations
  • Organize monthly newsletter
  • Manage firm website and social media platforms
  • Coordinate firm events

Skills & Qualifications:

  • Proficient in Word, Excel, Outlook, Powerpoint, and CRM software
  • Strong written and verbal communication skills
  • Excellent organizational and time management skills
  • Great customer service and interpersonal skills
  • Friendly, service-oriented personality
  • Keen attention to detail
  • Problem-solving and basic troubleshooting skills
  • Able to work effectively with the highest standards of confidentiality and ethics
  • Comfortable in a fast-paced environment