Office Administrator Client Liaison

1 day ago


Mechanicsburg, Pennsylvania, United States LeTort Trust Full time
About LeTort Trust

LeTort Trust is a Private Trust Company providing comprehensive retirement plan design and management services for closely held businesses and multi-generation family wealth planning.

Our objective is to provide coordinated estate planning, financial, and fiduciary services, integrating a family office model with personalized solutions.

Job Description

LeTort Trust is seeking a highly motivated and detail-oriented Office Administrator/Client Concierge to join its team in Mechanicsburg, PA.

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 from initial contact through ongoing engagement.
  • 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.
Qualifications:
  • 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 LeTort Trust?

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.



  • Mechanicsburg, Pennsylvania, United States LeTort Trust Full time

    Job Title: Office Administrator Client ConciergeLocation: Mechanicsburg, PA (In person)About Us:LeTort Trust is a Private Trust Company providing full-service retirement plan design and management for closely held businesses and multi-generation family wealth planning. Our objective is to provide coordinated estate planning, financial, and fiduciary...


  • Mechanicsburg, Pennsylvania, United States LeTort Trust Full time

    About LeTort TrustLeTort Trust is a Private Trust Company providing comprehensive retirement plan design and management services for closely held businesses and multi-generation family wealth planning.Job DescriptionWe are seeking a highly motivated and detail-oriented Office Administrator/Client Concierge to join our team in Mechanicsburg, PA. As a Private...


  • Mechanicsburg, Pennsylvania, United States LeTort Trust Full time

    {"title": "Client Concierge", "description": "Role OverviewLeTort Trust is seeking a highly motivated and detail-oriented Office Administrator/Client Concierge to join its team in Mechanicsburg, PA. As a Client Concierge, you will be the first point of contact for our clients and play a crucial role in enhancing their overall experience with our firm.This is...


  • Mechanicsburg, Pennsylvania, United States RETTEW Full time

    Job OverviewRETTEW is on the lookout for a Construction Project Liaison to enhance our team. The ideal candidate will collaborate closely with a senior project manager to oversee and assess the construction and installation of water and/or sewer treatment facilities, pump stations, and other related projects managed by RETTEW. Familiarity with utilities,...


  • Mechanicsburg, Pennsylvania, United States New Birth of Freedom Council Full time

    Job OverviewSalary: $17.00/hourPosition Objective:The primary aim of this role is to deliver essential support for the fundraising initiatives of the New Birth of Freedom Council, ensuring smooth operations within our office.Key Responsibilities:Manage and maintain an accurate donor database, including data entry, processing contributions, and generating...


  • Mechanicsburg, Pennsylvania, United States VibraLife Full time

    OverviewVibraLife is seeking a skilled Clinical Liaison to play a key role in our team.ResponsibilitiesDevelop and maintain effective relationships with referral sources, healthcare professionals, and community partners.Conduct thorough assessments and screenings to determine patient eligibility for VibraLife services.Collaborate with the business...

  • Clinical Liaison

    1 week ago


    Mechanicsburg, Pennsylvania, United States VibraLife Full time

    {"title": "Clinical Liaison", "description": "OverviewVibraLife is seeking a skilled Clinical Liaison to play a key role in our business development efforts.ResponsibilitiesDevelop and maintain relationships with referral sources, healthcare professionals, and other stakeholders to drive business growth.Conduct clinical screenings and assessments to...


  • Mechanicsburg, Pennsylvania, United States VibraLife Full time

    Job SummaryVibraLife is seeking a highly skilled Clinical Liaison to join our team. As a key member of our business development team, you will be responsible for building and maintaining relationships with referral sources, obtaining referrals, and participating in the planning and execution of our business departmental plan.Key ResponsibilitiesRelationship...


  • Mechanicsburg, Pennsylvania, United States VibraLife Full time

    Job SummaryVibraLife is seeking a highly skilled Clinical Liaison to join our team. As a key member of our business development team, you will be responsible for building and maintaining relationships with referral sources, obtaining referrals, and participating in the planning and execution of our business departmental plan.Key ResponsibilitiesRelationship...


  • Mechanicsburg, Pennsylvania, United States House Doctors of Mechanicsburg and Harrisburg Full time

    Position OverviewThis role is designed for individuals who are exceptionally organized and possess a strong customer service orientation. If you thrive in a dynamic environment and are passionate about achieving outstanding results, this opportunity is ideal for you. You will play a crucial role in overseeing daily office functions, providing essential...


  • Mechanicsburg, Pennsylvania, United States House Doctors of Mechanicsburg and Harrisburg Full time

    Position OverviewThis role is ideal for individuals who are exceptionally organized and possess a strong focus on customer satisfaction. As a key member of our team, you will play a vital role in the daily administrative functions of our office, ensuring smooth operations and effective communication.Key ResponsibilitiesPerform data entry and generate reports...


  • Mechanicsburg, Pennsylvania, United States Simon Lever Full time

    Job OverviewSimon Lever is a premier public accounting and consulting firm seeking a highly skilled and detail-oriented Seasonal Administrative Assistant to join our team during Tax Season.Key ResponsibilitiesClient Support: Provide exceptional customer service to clients and visitors, ensuring a professional and efficient experience.Document Management:...


  • Mechanicsburg, Pennsylvania, United States VibraLife Full time

    Job SummaryVibraLife is seeking a highly skilled Clinical Liaison to join our team. As a key member of our business development team, you will be responsible for building and maintaining relationships with referral sources, obtaining referrals, and participating in the planning and execution of our business departmental plan.Key ResponsibilitiesRelationship...


  • Mechanicsburg, Pennsylvania, United States House Doctors of Mechanicsburg and Harrisburg Full time

    Job OverviewBenefits:Dental insuranceHealth insurancePaid time offVision insuranceAre you ready to be part of a recognized team that excels in customer service and value?WHO ARE YOU?You are a dynamic, well-structured, innovative problem solver and goal-oriented collaborator who thrives in a stimulating and enjoyable environment. You seek to work diligently,...


  • Mechanicsburg, Pennsylvania, United States House Doctors of Mechanicsburg and Harrisburg Full time

    Job OverviewBenefits:Comprehensive dental coverageHealth insurance optionsPaid time off benefitsVision care plansAre you prepared to become part of a distinguished team known for exceptional customer service and value?WHO ARE YOU?You are a dynamic, well-structured, innovative problem solver and goal-oriented collaborator who thrives in a stimulating and...


  • Mechanicsburg, Pennsylvania, United States House Doctors of Mechanicsburg and Harrisburg Full time

    Job OverviewBenefits:Dental coverageHealth coveragePaid leaveVision coverageAre you ready to be part of a recognized team that excels in customer service and value?WHO ARE YOU?You are a dynamic, well-structured, innovative problem solver and goal-oriented collaborator who thrives in a stimulating and enjoyable atmosphere. You are eager to work diligently,...

  • Front Office Assistant

    39 minutes ago


    Mechanicsburg, Pennsylvania, United States America's Auto Auction Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Front Office Staff member to join our team at America's Auto Auction. As a key member of our front office team, you will be responsible for providing exceptional customer service, managing paperwork, and supporting our auction operations.ResponsibilitiesManage and maintain accurate records and...


  • Mechanicsburg, Pennsylvania, United States Hajoca Corporation Full time

    Position Overview:As an Administrative Coordinator, you will play a vital role in supporting the daily operations of our organization. Your contributions will ensure that our office runs smoothly and efficiently.About Us:Hajoca Corporation is recognized as one of the leading privately-owned wholesale distributors in the plumbing, heating, cooling, and...


  • Mechanicsburg, Pennsylvania, United States Cowan Systems Full time

    Customer Service Representative Cowan Systems, established in 1924, has a rich legacy of excellence and quality in the transportation sector. As a leading national truckload carrier, we specialize in delivering high-quality dedicated fleet services tailored to meet the unique requirements of our clients. Our comprehensive supply chain solutions encompass...


  • Mechanicsburg, Pennsylvania, United States New Birth of Freedom Council Full time

    Job OverviewSalary: $17.00/hourPosition Objective:The primary goal of this role is to facilitate fundraising initiatives for the effective operations of the New Birth of Freedom Council.Role Summary:This position is chiefly accountable for aiding the Council's diverse fundraising and development activities. Responsibilities include managing contributions in...