<p>We are looking for a detail-oriented Client Service Coordinator to join our team in Blakeney, North Carolina. In this position, you will provide essential support to both clients and internal operations, contributing to a smooth and efficient workflow. This role requires a proactive individual who thrives in a collaborative environment and is eager to take on diverse administrative responsibilities.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate client scheduling and manage appointment calendars to ensure smooth operations.</p><p>• Collect and organize data for financial planning, retirement plans, and other wealth management services.</p><p>• Assist with planning and executing client meetings, including preparation and follow-up tasks.</p><p>• Handle administrative tasks such as answering inbound calls, data entry, and maintaining organized records.</p><p>• Provide exceptional client service by addressing inquiries promptly and professionally.</p><p>• Support the team in managing Salesforce and other tools to ensure accurate client information.</p><p>• Collaborate with the team during regular meetings to discuss updates and priorities.</p><p>• Maintain a high level of organization to manage multiple tasks and deadlines effectively.</p><p>• Contribute to creating a positive and flexible work environment by fostering team collaboration.</p>
We are looking for a detail-oriented Administrative Assistant to join our team in Charlotte, North Carolina. In this role, you will play a pivotal part in supporting administrative processes and ensuring smooth communication with clients, legal professionals, and internal teams. This is a long-term contract position that offers the opportunity to work in a dynamic and fast-paced environment.<br><br>Responsibilities:<br>• Serve as the primary point of contact for external stakeholders, including realtors, attorneys, and home buyers, ensuring all interactions are clear and well-organized.<br>• Coordinate with attorneys to finalize closing documents and submit necessary files for accounting and revenue booking.<br>• Review and manage documentation to ensure accuracy and compliance, maintaining organized records in Salesforce.<br>• Utilize Salesforce, Excel, and E1 accounting software to track and manage data efficiently.<br>• Support the full lifecycle of home-closing operations, from initiation to completion, while adapting to urgent changes or high-priority tasks.<br>• Assist with data entry and administrative duties to keep processes running smoothly.<br>• Communicate effectively across all organizational levels, including peers, managers, and executives.<br>• Provide exceptional customer service by addressing inquiries and resolving issues promptly.<br>• Maintain organization and attention to detail in a fast-paced environment.<br>• Collaborate with internal teams to ensure seamless workflows and process improvements.
