Client Services Associate

Responsibilities: All office administration duties, including, answering phones, emails, setting up client meeting, converting paper document to paperless, postage meter maintenance, annual shredding, etc. Onboarding new clients, assist with client requests, preparing new account forms, client review reporting, etc. Maintain scheduling, within parameters set for multi-advisors. Prepare and run reporting as needed. Process required reporting, distributed to designated parties. Oversee daily office operations and ensure smooth workflow. Manage and coordinate office administrative procedures and systems. Maintain office efficiency by implementing and optimizing office processes. Handle scheduling, planning, and organizing meetings, appointments, and events. Manage office budgets, expense reports, and financial records. Oversee procurement and inventory of office supplies and equipment. Liaise with building management and external vendors for facility maintenance and service contracts. Handle incoming and outgoing correspondence, including mail and phone calls. Manage the office's document management system and ensure confidentiality. Provide administrative support to senior management as needed. Coordinate travel arrangements and accommodations for staff.