Client Service Administrator

Job Description

Essential Responsibilities

• Support Client Service Managers and Advisors with administrative preparation for client review meetings
• Enhance overall client experience by incorporating efficiencies in processes and workflow, monitoring for areas of improvement
• Assist in coordinating client paperwork such as new account forms, statements, signature forms, and reports
• Support daily office operations including scheduling meetings, managing mail, client file organization, and maintaining supply orders
• Manage bill payments, prepare month-end expense reports, and track financial transactions including distributions and credit postings
• Coordinate client travel arrangements including itinerary preparation, flight research, and special accommodations
• Maintain client calendars, schedule appointments, and coordinate household maintenance services
• Process payroll, create invoices, and manage vendor reporting and documentation
• Handle customs forms, property management reports, and banking correspondence as needed
• Support special projects including property renovations and client-specific initiatives
• Provide marketing and branding assistance as needed
• Coordinate client and team events

Qualifications

• College degree preferred
• Familiarity with Microsoft Office products preferred
• Must be available to work fully on-site
• Must be authorized to work in the United States

Additional information