1 Administrative Coordinator Job in Camp Hill, PA
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Alternative HR LLC is Hiring an Administrative Coordinator Near Camp Hill, PA
Administrative Coordinator Job Description
The Position
We are looking to expand our team by hiring an Administrative Coordinator. The role will be based in the River Wealth Advisors Camp Hill, PA office. Hours are 8:30am to 5:00pm with an hour lunch. The position will be salaried, with quarterly bonuses based on the firm’s performance. Salary is negotiable based on experience and expertise.
“Must Have” Skills
- Highly professional demeanor
- Experience working with high-net worth individuals
- Strong writing skills
- Articulate and critical thinking skills
- Highly motivated and detail oriented
- Highly adept at managing multiple priorities
- Dependable and a self-starter
- Experience working with a client relationship management (CRM) tool
Job Description
- Answer multiple phone lines and direct the caller to the appropriate team member or take a message; document client contact and communicate messages to staff and advisors at the time of the client call, as well as in our client relationship management system
- Schedule meetings for the firm’s Camp Hill advisors and follow up with confirmation calls/emails to clients
- Greet all guests with concierge-level service
- Compile meeting packets, to include marketing materials for prospects and complete review packets for client meetings; for zoom meetings, post report and client information sheet to the client’s secure portal
- Manage updating all new client information in Redtail for new clients from contracts
- Maintain client database
- Run quarterly audits for missing information
- Sort and distribute mail, including making check deposits
- Conduct electronic filing
- Organize the proxy process in conjunction with the Chief Compliance Officer
- Help with the mailing of quarterly statements, as well as provide ad-hoc monthly and quarterly reports
- Responsible for coordinating the personal client touches for life events; e.g. birthdays, sympathy, get well cards and ordering client gifts, once approved by Chief Client Officer
- Maintain order of all items in office common spaces and kitchen
- Place office grocery and supply orders
- Serve as back-up on projects as assigned
Job Summary
Full Time
Business Services
09/18/2022
12/12/2022
alternative-hr.com
York, PA
<25
Business Services
Related Companies
The following is the career advancement route for Administrative Coordinator positions, which can be used as a reference in future career path planning. As an Administrative Coordinator, it can be promoted into senior positions as an Administrative Assistant III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Administrative Coordinator. You can explore the career advancement for an Administrative Coordinator below and select your interested title to get hiring information.
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Quotes from people on Administrative Coordinator job description and responsibilities
They may correspond with clients and office staff, train and supervise other administrative employees and complete a number of projects and office-related responsibilities.
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Administrative coordinators handle clerical, archiving and administrative duties and coordinate general administration within organizations.
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Administrative coordinators typically organize, supervise, and facilitate this workflow. They also lead other administrative workers by assigning tasks, developing skills, and planning administrative projects.
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The Administrative Coordinator has the authority to enforce the Standards of Behavior and works to ensure that the Mission, Vision and Values of the organization are upheld on a daily basis.
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They also lead other administrative workers by assigning tasks, developing skills, and planning administrative projects.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Administrative Coordinator jobs
Strong administrative assistants excel at organization, management of multiple peoples' time and expectations, and have a self-starter attitude, getting things done before others recognize the need.
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Knowledge on word processing using spreadsheets and travel logistics.
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Streamlining of volunteer administrative processes
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Bilingual (English / Korean) administrative coordinator is a plus.
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Have at least 3 years nonprofit administrative or program support experience.
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Step 3: View the best colleges and universities for Administrative Coordinator.
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