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Client Services Coordinator

2 months ago

Louisville, Kentucky, United States Talentuition, LLC Full time
Job Description

Talentuition, LLC is seeking a highly skilled and experienced Office Manager to join our team in Louisville. As a key member of our organization, the Office Manager will provide exceptional administrative support to our CEO and clients, ensuring seamless day-to-day operations and exceptional client experiences.

Key Responsibilities:
  • Client Meeting Scheduling: Utilize advanced Microsoft Outlook and scheduling tools to coordinate and adjust appointments efficiently in a fast-paced environment.
  • Client Greeting and Reception: Greet clients and office visitors upon arrival, providing a warm and welcoming experience.
  • Administrative Support: Perform general office management responsibilities, including ordering supplies, receiving mail, maintaining records, and occasional personal assistant support to the CEO.
  • Conference Room Management: Supervise the conference room/client meeting area, ensuring it is organized, set up, and clean up is completed efficiently.
  • Data Entry and Organization: Enter data, organize, and utilize financial and database systems to maintain accurate and up-to-date records.
  • Document Preparation: Prepare forms, applications, reports, meeting preparation, meeting wrap-up, follow-up calls and emails, financial statements, and other documents as needed.
  • Collaboration and Planning: Participate in weekly collaboration planning and wrap-up meetings to ensure seamless communication and coordination.
  • Marketing and Communication: Assist with the planning and coordination of marketing materials, the website, newsletters, brochures, and client communication.
Requirements:
  • Education: Bachelor's degree in business administration, finance, economics, or a related administrative field preferred.
  • Experience: 3-5 years of experience in an administrative role, preferably in the financial services industry.
  • Skills: Proficiency in Office products (Outlook, Excel, Word, PowerPoint, Adobe Acrobat Pro, etc.) and knowledge of industry-specific programs and applications such as Redtail CRM, Client Works, DocuSign, Retire Up, Albridge, preferred.
What We Offer:
  • Aggressive Compensation: Competitive salary and benefits package.
  • Paid Training: Comprehensive training and development opportunities.
  • Work-Life Balance: Flexible work arrangements and a supportive work environment.