Financial Services Support Specialist
4 days ago
**About Us**
At Cimmiyotti Financial, we strive to provide exceptional service to our clients in Portland and beyond. Our office is located in Clackamas off Sunnyside Road, making us easily accessible for clients who prefer face-to-face interactions.
We are seeking a highly organized and self-starting professional to join our team as a Client Services Coordinator. The ideal candidate will have financial services experience and be able to collaborate effectively within a small group environment.
Key Responsibilities
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- Answer and direct incoming calls and faxes in a timely and professional manner.\
- Greet clients, prospects, and vendors with a warm smile and welcome them to our office.\
- Assist with preparation for client meetings by ensuring all necessary materials are prepared and available.\
- Coordinate client mailings and scheduling to ensure seamless communication.\
- Manage office supplies to maintain a well-stocked and organized workspace.\
- Assist in planning, marketing, and managing client events throughout the year.\
- Coordinate travel plans for business partners to ensure smooth arrangements.\
- Perform general administrative tasks such as filing and scanning documents.\
- Support other Firm employees as needed to ensure excellent customer service.\
- Provide operational project support to help drive business growth.\
- Represent the firm at client events, charitable events, and conferences with confidence and poise.
Requirements
To excel in this role, you must possess:
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- Superior attention to detail to ensure accuracy and precision in your work.\
- Excellent written and verbal communication skills to effectively interact with clients and colleagues.\
- Strong organizational skills to prioritize tasks and manage multiple projects simultaneously.\
- Proficiency with Microsoft Word and Excel to efficiently complete tasks and maintain consistency across documents.
**Compensation & Benefits**
The position offers a market-based salary of $65,000 per annum, commensurate with years of related experience. A comprehensive benefits package includes vacation time, holiday pay, sick leave, and retirement plan contributions.
**Work Schedule**
Monday through Friday, 8:30 AM to 5:00 PM, with occasional client events held outside regular working hours.
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