$22.00 per hourPosition OverviewWe are seeking a Client Service Coordinator - Associate to provide front desk, administrative, and operational support within a branch office. This position will support daily office functions, advisors, branch meetings and events, and ongoing operational projects.
Key ResponsibilitiesCover incoming phone calls and front desk operations.
Handle incoming and outgoing mail and maintain the branch check log.
Order office supplies and stationery.
Assist with licensing-related administrative tasks and expense reports.
Provide basic administrative support to advisors as needed.
Support the Interim Operations Leader with branch event planning and execution.
Contribute to OAR-related projects and initiatives.
Coordinate branch meetings, including confirming wholesalers, ordering lunch, and tracking attendance.
Assist with advertising-related administrative activities.
Coordinate and distribute invitations for regional webinars to the branch.
Provide additional branch operational and administrative support as needed.