Client Service Administrator

Job Summary

Providing essential administrative and client service support, the part-time Client Service Administrator will coordinate office activities, prepare client materials, and maintain accurate records in a remote setting.

Key responsibilities:

• Prepare and organize documents, reports, and materials for client meetings and internal discussions
• Maintain accurate client records and account-related documentation in accordance with firm procedures
• Assist with new business processing and support client communications, including correspondence and inquiries

Required qualifications:

• High school diploma or equivalent required; bachelor's degree in a related field preferred
• Prior administrative or client service experience, preferably in financial services or a professional environment
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint
• Ability to work independently in a remote environment while collaborating effectively with team members