Client Services Coordinator

2 weeks ago


Westminster, Colorado, United States Williston Financial Group, LLC Full time

Position Overview:

The Office Operations Coordinator plays a vital role in ensuring the smooth functioning of our office environment. This position is essential for supporting various administrative tasks and facilitating the closing process.

Key Responsibilities:

  • Welcome and assist visitors, ensuring a positive first impression.
  • Manage multi-line phone systems, directing calls appropriately.
  • Maintain the reception area and overall office appearance.
  • Utilize office equipment for copying, sorting, and distributing mail.
  • Oversee supply inventory, including ordering and checking in supplies.
  • Foster a collaborative and team-oriented atmosphere aligned with company values.
  • Handle incoming and outgoing mail efficiently.
  • Monitor and respond to a high volume of emails.
  • Process documents accurately and efficiently.
  • Scan and upload documents to various platforms as needed.
  • Log and manage package deliveries.
  • Order necessary payoffs and manage funding packages.
  • Perform bank deposits as required.

Qualifications:

  • Minimum of two years in an administrative support role.
  • Strong commitment to exceptional customer service.
  • Excellent communication skills, both written and verbal.
  • Ability to manage multiple tasks while maintaining professionalism.

Basic Requirements:

  • High school diploma or equivalent.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Ability to thrive in a fast-paced, results-driven environment.
  • Strong sense of urgency and attention to detail.
  • Successful completion of a criminal history and credit background check.

Preferred Qualifications:

  • Experience in Title and Escrow services.

Work Environment:

This position operates in a professional office setting, utilizing standard office equipment such as computers, phones, and photocopiers.

Physical Requirements:

The role requires minimal physical exertion, with most tasks performed in a comfortable indoor environment. Routine deadlines and predictable work volume are expected.

Position Type:

This is a full-time position with standard working hours, Monday through Friday.



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