Job Summary We are seeking a professional, organized, and client-focused Office Coordinator / Client Service Associate to support daily office operations and deliver an exceptional client experience. This role serves as a key point of contact for clients, visitors, and team members while providing administrative, reception, and account support. The ideal candidate is detail-oriented, proactive, and able to manage multiple priorities with professionalism and efficiency. This position offers an exciting opportunity to contribute to a collaborative team environment that values outstanding service, accuracy, and strong client relationships. Key ResponsibilitiesOffice Administration & Operations Manage daily office operations to ensure an efficient and organized work environment. Answer and direct incoming calls, emails, and general inquiries. Coordinate calendars, meetings, training sessions, and team events. Prepare conference rooms and meeting materials for client and internal meetings. Maintain office supplies, equipment, and vendor relationships. Ensure reception and common areas remain professional, organized, and welcoming. Client Service & Reception Serve as the first point of contact for clients, visitors, and business partners. Greet guests in a professional and friendly manner. Build familiarity with clients to help create a personalized service experience. Assist with client communications, follow-up requests, and document collection. Support scheduling and coordination of client appointments. Account & Administrative Support Assist advisors and team members with administrative and client service requests. Prepare, process, and monitor account service and maintenance paperwork. Help clients obtain and complete necessary forms and documentation. Maintain accurate records and ensure timely follow-up on outstanding items. Support special projects and other administrative duties as assigned. Qualifications & Skills Previous experience in office administration, client service, reception, or a related role preferred. Proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint). Strong organizational and multitasking skills with excellent attention to detail. Professional verbal and written communication skills. Exceptional customer service and relationship-building abilities. Ability to prioritize competing responsibilities in a fast-paced environment. Experience working with office technology, including multi-line phone systems, printers, and standard office software. Positive attitude, strong work ethic, and commitment to teamwork.

Pay:

$26.00 - $27.00 per hour Expected hours: 40.0 per week

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Parental leave

Work Location:

In person