Overview
Client Administrative Assistant Jobs in United States at Orchestrate Consulting Group
Title: Client Administrative Assistant
Company: Orchestrate Consulting Group
Location: United States
Orchestrate Consulting's mission is to help job seekers access carefully coordinated opportunities that match their career goals. We are not a staffing firm or agency. Orchestrate Consulting does not hire for these roles—we curate and validate them from verified employers.
Employer Industry: Financial Planning Services
Why Consider This Job Opportunity
- Salary range of $65,000 – $75,000, commensurate with experience and credentials
- Company-paid health insurance and 401(k) with safe harbor contribution
- Generous paid time off (PTO), including 18 annual holidays and half-day Fridays throughout the summer
- Opportunity for hybrid work after a training period in the office
- Supportive and collaborative work environment with no business development responsibilities
What To Expect (Job Responsibilities)
- Schedule client meetings, including Zoom/Teams links and reminders
- Update client/prospect information across various internal systems and clean up client data as needed
- Assist with firm mailings and event coordination
- Track firm prospects and update information from advisors' meetings
- Review and finalize client meeting notes from advisors' meetings and assign tasks as appropriate
What Is Required (Qualifications)
- Minimum 1 year of experience in a professional office administrative role
- Excellent written and verbal communication skills, both internally and client-facing
- Warm communication style with clients
- Tech-savvy with the ability to learn quickly
- Organized and detail-oriented with strong problem-solving skills
How To Stand Out (Preferred Qualifications)
- Experience in a financial services environment
- Familiarity with scheduling software and CRM systems
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"We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."
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