Client Concierge/Senior Administrative Assistant

The Client Concierge/Senior Administrative Assistant reports to the Executive Team, and is responsible for providing exceptional client service throughout the client’s lifecycle, especially during the new client onboarding phase. Additionally, as the company’s operations administrator, this position oversees day-to-day business office operations, serves as an HR liaison for employees, and other administrative duties.  This role will work closely with the executive team, focusing on achieving goals that promote company growth and a cohesive, collaborative culture. 

ESSENTIAL FUNCTIONS 

• Coordinate client touch-points throughout the client lifecycle for all members of the client service team
• Schedules and confirms virtual/in-person meetings for the client service team
• Maintain CRM database records and updates with periodic “deep clean-up”
• Assist in proposal development
• Overall management of the business office to ensure the office operates efficiently by organizing its operations and procedures.
• Duties may include: General cleaning and maintenance of the office equipment and appliances, ordering office supplies, computer equipment, POC for building management and related vendors.
• Coordinate employee onboarding and offboarding, including certain employee relations tasks, posting timesheets and payroll.
• Participate in firm wide initiatives
• Special projects as assigned

KEY SUCCESS FACTORS

• Ability to learn new skills quickly and adapt easily to unexpected situations as they arise
• Adapts easily to learning new software applications and demonstrates proficiency with core applications necessary for this position
• Exceptional organizational skills
• Client-centric approach to all matters
• Superior ability to prioritize and focus in a fast-paced, multi-tasking environment
• Positive and effective written and verbal communication skills as contact with clients and others will be extensive and ongoing
• Sound decision-making considering account objectives, risks, implications, and priorities
• Commitment to client and internal firm privacy
• Interest in personal and professional development and advancement

QUALIFICATIONS/SKILLS AND EXPERIENCE AND PERSONAL ATTRIBUTES

• Strong technology skills using Microsoft Office 365 (Word, Excel, PowerPoint, and Outlook) at a minimum, more applications preferred
• Previous customer/client service experience, preferably including both business-to-business and individual consumer support
• Prior accounting/bookkeeping experience preferred
• Experience working in a paperless environment strongly preferred
• Strong interpersonal and relationship building skills
• Team player with a positive ”can-do” approach
• Experience preparing and demonstrating technology solutions and/or web-based and live PowerPoint presentations is helpful