Westaff's Career Division is recruiting for a high-level, professional Administrative Assistant to serve as the Client Service Coordinator for a well established Financial Planning Group. Salary is 44K-58K depending on experience. Must have exceptional communication, computer and organizational skills. Monday - Friday, 8am-5pm.

Job duties include:

Manage the calendar on a daily basis, remain communicative to the team Answer all incoming calls and forward messages and or transfer calls accordingly Prepare all appointment files Greet guests in lobby, offer water or coffee, display effective and friendly communication Schedule existing client service appointments as well as for all prospect leads on a daily basis Create and maintain spreadsheet for reporting appointment activity, skilled in CRM, list management proficiency Enter all scheduled appointments into the CRM calendar, upload forms into database system Update/verify all information is in alignment with CRM data, update/improve accordingly Make all confirmation calls Sign and mail out appointment confirmation letters Track, keep a record in database, communicate effectively, report daily in team meeting Contact prior no shows, cancellations, and or older leads via phone or email, promote upcoming seminars and or other marketing events Assist in client service work such as updating client information on file, processing paperwork for new business, and uploading documents to platforms as needed. Other duties as assigned Apply for the Client Service Coordinator (Administrative Assistant) position today! #westaffjobs