Office Administrator Client Liaison
1 week ago
Office Administrator Client Concierge
About Us:LeTort Trust is a Private Trust Company providing comprehensive retirement plan design and management for closely held businesses and multi-generation family wealth planning.
We offer coordinated estate planning, financial, and fiduciary services, integrating a family office model with personalized solutions.
Job Description:LeTort Trust is seeking a highly motivated Office Administrator/Client Concierge to join its team in Mechanicsburg, PA.
This position will be part of the Trust Company operations team, responsible for cultivating and building relationships with clients, managing appointments, and ensuring a welcoming and professional experience.
The ideal candidate will be an excellent communicator, capable of managing multiple responsibilities, while representing the LeTort Trust values and commitment to exceptional service.
Core Responsibilities:- Cultivate and build relationships with clients, manage appointments, and ensure a welcoming and professional experience.
- Coordinate and collaborate with internal teams to facilitate client meetings and manage necessary documentation.
- Administrative support including data entry, maintaining client records, ensuring accuracy and confidentiality.
- Achieve a comprehensive understanding of fiduciary responsibilities within the company with the opportunity to transition into these roles in the future.
Associates or bachelors degree in business, finance, or a related field.
Front Office, Office Administrator, or prior experience in a client-facing role within a financial or trust services environment is a plus.
Proficient in Microsoft Office 365, Outlook, Excel, and Customer CRM.
Why Join Us:LeTort Trust offers a dynamic, supportive environment where innovation and professionalism are valued.
We provide competitive compensation, professional growth opportunities, a rich benefit package, and the chance to significantly impact our clients' financial and legacy planning.
How to Apply:Submit your resume and cover letter to https://www.letorttrust.com with "Client Concierge" in the subject line.
LeTort Trust is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.
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