What are the responsibilities and job description for the Administrative Assistant / Client Relationship Manager position at Krpalek Financial Services / LPL Financial?
Job Summary
We are seeking a dynamic and highly organized Administrative Assistant / Client Relationship Manager to join our team. This role is vital in ensuring smooth office operations while fostering strong relationships with clients. The ideal candidate will be proactive, detail-oriented, and possess excellent communication skills, both bilingual and monolingual candidates are encouraged to apply. You will serve as the first point of contact for visitors and clients, manage administrative tasks efficiently, and support the overall success of our office environment. This paid position offers an exciting opportunity to develop your skills in office management, customer service, and client relations within a vibrant professional setting.
Responsibilities
- Greet visitors and clients at the front desk with professionalism and warmth, providing exceptional customer service.
- Manage multi-line phone systems, directing calls accurately and courteously while maintaining phone etiquette standards.
- Handle calendar management and scheduling for meetings, appointments, and events using Microsoft Office and Google Workspace tools.
- Perform data entry, filing, and document proofreading to ensure accuracy and organization across all administrative records.
- Maintain office supplies inventory, coordinate office management tasks, and oversee general clerical duties such as photocopying, faxing, and mailing.
- Support bookkeeping activities using QuickBooks or similar accounting software to assist with invoicing, expense tracking, and financial record keeping.
- Assist with personal assistant responsibilities when needed, including travel arrangements and personal errands for team members.
Experience
- Proven office experience with a strong background in administrative support or clerical roles.
- Demonstrated proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace applications.
- Experience managing multi-line phone systems and front desk operations in a professional environment.
- Familiarity with bookkeeping software such as QuickBooks is preferred.
- Bilingual abilities are highly desirable to effectively communicate with diverse clients and team members.
- Excellent organizational skills with the ability to prioritize tasks efficiently while managing multiple responsibilities simultaneously.
- Strong typing skills along with attention to detail for proofreading documents and data entry accuracy.
- Previous experience in customer support or client relationship management is a plus. Join us to be part of a collaborative team that values professionalism, efficiency, and exceptional service delivery!
Pay: From $3,500.00 per month
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Professional development assistance
- Vision insurance
Work Location: In person
Salary : $3,500