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Company Overview:
Retirement Plan Solutions (RPS) is a dynamic, caring, boutique financial service company specializing in private client wealth management and corporate retirement plans. Our commitment to excellence and innovation has positioned us as a leader in our field. As we continue to expand, we are seeking a detail-oriented and organized Client Service Administrator to join our team. This role is integral to the smooth operation of our services, ensuring efficient internal and client scheduling, meticulous documentation, and proactive support for our team and clients.
Position Overview:
As our Client Service Administrator, you will be responsible for overseeing various administrative tasks critical to our operations. Your primary duties will include scheduling, preparing for, and confirming all meetings, crafting comprehensive meeting minutes (from templates and attendee notes), assigning follow-up tasks, and ensuring compliance with all relevant regulations. Additionally, you will play a role in assisting with billing, handling phone inquiries, preparing for annual branch audits, and facilitating team meetings. Your attention to detail and proactive approach will contribute significantly to the success of our team and the satisfaction of our clients.
Responsibilities:
Qualifications:
Benefits:
If you are a motivated and detail-oriented professional looking for an exciting opportunity to contribute to a growing organization, we encourage you to apply. We look forward to reviewing your application and welcoming you to our team!
Job Type: Full-time
Pay: From $45,000.00 per year
Benefits:
Compensation package:
Schedule:
Ability to Relocate:
Work Location: Hybrid remote in Waukesha, WI 53186
Full Time
$50k-66k (estimate)
03/22/2024
07/18/2024
401kadvisorsaustin.com
Michigan Area
<25
The job skills required for Client Service Administrator include Client Service, Customer Service, Scheduling, Microsoft Office, Problem Solving, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Administrator positions, which can be used as a reference in future career path planning. As a Client Service Administrator, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Administrator. You can explore the career advancement for a Client Service Administrator below and select your interested title to get hiring information.