Executive Assistant and Client Coordinator

About Us:

D4 Fiduciary, Business Advisory Services and Family Office Services Inc. is a leading provider of fiduciary services, dedicated to offering personalized financial and administrative support to our clients. Our commitment to integrity, excellence, and client satisfaction sets us apart in the industry. We are looking for a dynamic and versatile professional to join our team and support our growing operations.

Position Overview:

We are seeking an organized and proactive individual to serve as an Executive Assistant, Accounts Receivable Specialist, and Client Coordinator. This multifaceted role is crucial to ensuring the efficient operation of our office and supporting our founder. The ideal candidate will possess strong administrative, financial, and organizational skills. --

Key Responsibilities-- Executive Assistant Duties:

Manage the executive's calendar, including scheduling meetings, appointments, and travel arrangements. Prepare and edit correspondence, reports, and presentations. Serve as the primary point of contact between executives and external clients. Handle confidential information with discretion and professionalism. Coordinate and facilitate executive-level meetings, including preparing agendas, taking minutes, and following up on action items.

Client Coordinator Duties:

Serve as the primary point of contact for clients, addressing their inquiries and resolving any issues promptly. Maintain and update client records and databases to ensure accurate and current information. Schedule and coordinate client meetings, calls, and follow-ups. Assist in the preparation and distribution of client communications, such as newsletters and updates. Develop and maintain strong relationships with clients to ensure high levels of client satisfaction and retention. Work closely with the team to understand client needs and deliver tailored solutions. Monitor and report on client feedback to drive continuous improvement in services.

Accounts Receivable Duties:

Invoice accounts for payment in compliance with financial policies and procedures. Assist in resolving any billing issues or discrepancies. Research invoices and work with vendors directly

Qualifications:

Bachelor's degree in Business Administration, Accounting, Finance, or a related field preferred. Proven experience as an Executive Assistant, Accounts Receivable Specialist, Office Coordinator, or similar role. Strong knowledge of accounting principles and accounts receivable processes is a plus. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and accounting software (e.g., QuickBooks, SAP). Experience working in a small, family own business environment Team player with strong collaboration skills. Excellent organizational and multitasking abilities. Strong attention to detail and problem-solving skills. Exceptional communication and interpersonal skills. Ability to handle sensitive information with integrity and confidentiality.

High Standard of Professionalism and Ethics Pay:

$95,000.00 - $120,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Retirement plan Vision insurance

Work Location:

In person