Client Concierge
1 month ago
We are offering an exciting opportunity for a Client Concierge in Wayzata. In this role, you will be responsible for managing daily operations, maintaining client relations, and ensuring smooth office workflows.
Responsibilities:
• Answering and filtering phone calls to ensure efficient communication within the office.
• Overseeing the calendar and scheduling meetings for team members.
• Greeting clients, offering beverages, and managing the front door traffic.
• Updating and maintaining accurate client information in the database.
• Ensuring office readiness each morning and closing each evening, including turning on and off lights.
• Handling both incoming and outgoing correspondence, including processing mail and arranging for package pick-ups.
• Maintaining the general office appearance, managing supplies, and restocking as needed.
• Confirming appointments and sending regulatory documents to both prospective and current clients.
• Assisting in the organization of events and managing post-event tasks.
• Utilizing skills in Billing, Data Entry, Invoice Processing, and Microsoft Excel to manage and monitor client accounts.
• Minimum of 1 year of experience within administration
• Proficiency in billing and invoice processing
• Demonstrable skills in data entry
• Advanced knowledge of Microsoft Excel
• Excellent customer service and relationship-building skills
• Ability to multitask and prioritize effectively
• Strong written and verbal communication abilities
• Exceptional organizational skills and attention to detail
• Comfortable in a fast-paced, high-volume work environment
• High school diploma or equivalent educational qualification
• Proven ability to work independently and as part of a team.
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Agent (Part-Time) MN
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Agent
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Financial Planner
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