Administrative Support Specialist

1 week ago


Manalapan, United States Dworetsky Financial Full time

Client Services Coordinator

Are you a reliable and detail-oriented individual with excellent interpersonal abilities and a commitment to client satisfaction? If you seek fulfillment in your career with a vibrant organization, we have an exciting opportunity for you. Our esteemed Financial Planning firm, Dworetsky Financial, is in search of a Client Services Coordinator to facilitate seamless daily operations while delivering exceptional service to our clients and team members.

The ideal candidate will possess a minimum of 2 years of experience in an office or administrative role and will be adept at managing various tasks such as handling phone calls, overseeing calendars, and maintaining databases, as well as warmly welcoming clients.

This position is crucial in ensuring that clients enjoy a remarkable and positive experience.

Minimum Qualifications:

  • Bachelor's degree is preferred but not mandatory
  • 2+ years of experience in a professional office setting and fast-paced environment
  • Proficient in MS Office Suite
  • Familiarity with CRM systems
  • Experience in the financial industry is a plus, but not required

Essential Skills:

  • Strong organizational abilities and keen attention to detail
  • Proficient in filing, operating phone systems, faxing, and using scanners
  • Excellent verbal and written communication skills
  • Effective calendar management
  • Polished interpersonal and presentation skills
  • Exceptional telephone etiquette
  • Genuine and caring demeanor
  • Outstanding client service orientation
  • Able to thrive in a time-sensitive environment and adapt to changes while maintaining quality

Key Responsibilities:

This role will support the team in upholding exceptional customer service to surpass client and regulatory expectations by performing daily tasks such as:

  • Answering phones and greeting clients warmly
  • Ensuring that vendor supplies are adequately stocked for client meetings
  • Accurately recording notes from client interactions
  • Entering and maintaining client and prospect databases
  • Managing the filing system
  • Participating in and contributing to team meetings
  • Keeping the office environment organized and immaculate
  • Maintaining compliance files relevant to the industry
  • Assisting in organizing events and preparing promotional materials
  • Coordinating various vendor and client events
  • Drafting and sending letters to clients for various purposes upon request
  • Prioritizing daily tasks for effective time management
  • Providing general backup support for other positions as needed

Compensation:

  • $40,000-$50,000

Benefits:

  • Health Insurance
  • Potential for flexible working hours

Work Schedule:

  • Monday – Friday: 9:00 am – 5:00 pm
  • Possibility of attending seminars

Presented by Advisor Employee Services Thank you for considering the Client Services Coordinator position. Advisor Employee Services, a consulting firm, represents top financial advisors across the nation in their hiring needs. We are committed to identifying the precise personnel requirements of established financial advisors.



  • Manalapan, United States Dworetsky Financial Full time

    Client Services CoordinatorAre you a reliable and detail-oriented individual with exceptional interpersonal abilities and a commitment to client satisfaction? If you seek fulfillment in your career with a vibrant organization, we have an exciting opportunity for you. Our esteemed Financial Planning firm, Dworetsky Financial, is in search of a Client Services...


  • Manalapan, United States SIR Services Full time

    Opportunity for an Insurance Operations Support SpecialistWe are seeking a committed and enthusiastic professional to enhance our operations.Key responsibilities encompass data management and regulatory compliance assistance for our insurance firm.This role is office-based with standard working hours from Monday to Friday.About SIR ServicesSIR Services-NY,...


  • Manalapan, United States Stellar Enterprises Full time

    About Stellar EnterprisesWe are a leading IT service provider in the medical industry, dedicated to delivering innovative solutions and exceptional support to our clients. Our team of experts focuses on providing comprehensive consulting services, hardware and software solutions, and cutting-edge practice management software.As a Managed Service Technician...


  • Manalapan, United States Marlboro Podiatry Center LLC Full time

    Job OverviewA reputable medical office is in search of a dedicated part-time Healthcare Administrative Assistant to support our dynamic team. The ideal candidate will possess strong typing and computer skills, as responsibilities will include meticulous data entry into patient records and assisting the physician with documentation.This role offers a...


  • Manalapan, United States Titan Industries Full time

    About the RoleWe are seeking a highly skilled AOI Technology Specialist to join our team at Titan Industries. As an AOI Technology Specialist, you will be responsible for the operational support of our existing AOI systems, including SMD and THT.Key ResponsibilitiesEvaluate test data to identify areas for improvement and develop measures to increase First...


  • Manalapan, United States Private Family Office Full time

    Job Title: Project Administrative AssistantJob Summary:We are seeking a Project Administrative Assistant to join our family office. The ideal candidate will have strong organizational skills, attention to detail, and the ability to handle multiple tasks in a fast-paced environment. This position will work closely with all team members, requiring effective...


  • Manalapan Township, United States Merola Tile Distributors of America Full time

    Role and ResponsibilitiesProvide support for a diverse range of in-house systems including ERP databases, Microsoft 365 suite, EDI platforms, CCTV system, WMS software, web filter, active directory, printing network, ticketing system, and other critical IT assets, ensuring seamless functionality and resolving technical issues across departments.Collaborate...

  • Nurse Practitioner

    4 weeks ago


    Manalapan, United States Atlas Search Full time

    Job DescriptionJob DescriptionOur client is seeking a skilled and compassionate Family Nurse Practitioner or Physician Assistant to join their dynamic healthcare team. In this role, you will work in both an inpatient and outpatient setting, providing comprehensive healthcare services to patients across the lifespan, with a focus on neurology. As a valued...


  • Manalapan Twp, United States Facility Solutions Group Full time

    Lighting Installation SpecialistJob OverviewFacility Solutions Group is committed to delivering exceptional service and value in the fields of lighting, electrical, energy, and technology. Our goal is to enhance the quality of life for all employees while providing top-notch products and support to our customers.Position SummaryWe are currently expanding our...


  • Manalapan, United States Merola Tile Distributors of America Full time

    The HR Generalist at Merola Tile will be responsible for the Human Resources (HR) department's daily functions, including HR administration, talent acquisition, benefits, policies and program administration, employee relations, safety program administration, and training and development.Role and Responsibilities​ Essential ResponsibilitiesBring your...


  • Manalapan, United States MAHLER PRIVATE STAFFING Full time

    Job SummaryWe are seeking a highly skilled and experienced Executive Housekeeper to join our team at Mahler Private Staffing. As a key member of our domestic staffing team, you will be responsible for providing exceptional housekeeping services to our clients' luxury residences.Key ResponsibilitiesHousekeeping Management: Oversee and manage the daily...


  • Manalapan, United States MAHLER PRIVATE STAFFING Full time

    Job SummaryWe are seeking a highly skilled and experienced Executive Housekeeper to join our team at Mahler Private Staffing. As a key member of our domestic staffing team, you will be responsible for providing exceptional housekeeping services to our clients' luxury residences.Key ResponsibilitiesHousekeeping Management: Oversee and manage the daily...


  • Manalapan, United States LifeStance Health Full time

    Job OpportunityWe are actively seeking highly skilled Mental Health Professionals to join our team at LifeStance Health. As a Licensed Therapist, you will play a critical role in delivering high-quality behavioral healthcare to our patients.Key ResponsibilitiesProvide individual and group therapy sessions to adults and children/adolescents.Work...

  • Project Coordinator

    3 days ago


    Manalapan, United States Private Family Office Full time

    Job Title: Project Administrative AssistantWe are seeking a highly skilled and organized Project Administrative Assistant to join our Private Family Office team. The ideal candidate will have strong organizational skills, attention to detail, and the ability to handle multiple tasks in a fast-paced environment.Key Responsibilities:Assist in the planning,...


  • manalapan, United States IntelyCare Full time

    Job SummaryWe are seeking a skilled Registered Nurse (RN) to join our team at IntelyCare. As a Nurse Care Specialist, you will provide high-quality care to patients in post-acute facilities, working closely with physicians and other medical staff to develop and implement effective care plans.Key ResponsibilitiesProvide quality care to patients in post-acute...


  • Manalapan Township, United States Senior Helpers - Manalapan Full time

    Job SummaryWe are seeking a highly skilled Recruiting Manager to join our team at Senior Helpers - Manalapan. As a key member of our HR department, you will be responsible for developing and implementing effective recruitment strategies to attract top talent in the industry.Key ResponsibilitiesRecruitment Strategy Development: Collaborate with our management...


  • Manalapan, United States LifeStance Health Full time

    We are actively looking to hire talented Licensed Therapists in the Piscataway, NJ area who are passionate about patient care and committed to clinical excellence.*Sign-On Bonus provided***Our other locations in NJ are actively hiring as well: Brick, Eatontown, Lyndhurst, Princeton Junction (two locations) and North Brunswick** Is this you?Wanting to...


  • Manalapan, United States LifeStance Health Full time

    We are actively looking to hire talented Licensed Therapists in the Princeton Junction, Brick, Eatontown, Piscataway, Manalapan, Mt Laurel, Lyndhurst and Cherry Hill, NJ area who are passionate about patient care and committed to clinical excellence.*Sign-On Bonus provided***Recently licensed and experienced candidates***Flexible availability**30...


  • Manalapan, United States LifeStance Health Full time

    We are actively looking to hire talented Licensed Therapists in the Princeton Junction, Brick, Eatontown, Piscataway, North Brunswick, Mt Laurel, Lyndhurst and Cherry Hill, NJ area who are passionate about patient care and committed to clinical excellence.*Sign-On Bonus provided***Recently licensed and experienced candidates***Flexible availability**30...


  • Manalapan Township, United States LifeStance Health Full time

    About the RoleWe are seeking a highly skilled Child and Adolescent Psychiatrist to join our clinical team at LifeStance Health. As a key member of our team, you will be responsible for providing high-quality mental health services to children and adolescents in a supportive and collaborative environment.Key ResponsibilitiesProvide comprehensive psychiatric...