<p>We are seeking an experienced Client Services Administrator to join a small but dynamic financial services team. The ideal candidate will combine strong communication and organizational skills with fluency supporting both classic administrative functions and process improvements. This role is integral to delivering excellent client experiences and boosting operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary point of contact for client inquiries and account administration.</li><li>Maintain and update client records using CRM and financial management platforms.</li><li>Prepare required documentation for account openings, transfers, and client transactions.</li><li>Coordinate and schedule meetings, prepare agendas, and track follow-up actions.</li><li>Support workflow automation and cross-functional process improvement initiatives.</li><li>Assist with compliance and regulatory document management.</li><li>Act as a liaison between clients, advisors, and internal teams to ensure seamless service.</li><li>Manage confidential information with professionalism and discretion.</li></ul><p><br></p>
<p>A well-established wellness and holistic health center in Encinitas is seeking a warm, highly organized, and polished <strong>Front Desk Coordinator</strong> to be the welcoming face of their practice. This position requires someone who can manage a busy front office, support providers and clients, and maintain an environment that is both professional and calming. The ideal candidate is personable, confident, and able to balance multiple administrative responsibilities with a client-first approach.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet clients, manage check-in/check-out processes, and ensure a welcoming atmosphere</li><li>Manage a high volume of phone calls and appointment scheduling using EMR/booking platforms</li><li>Coordinate patient intake forms, insurance verifications, and follow-up communications</li><li>Maintain front office organization, including supplies, calendars, messaging, and daily logs</li><li>Process payments, reconcile transactions, and assist with billing inquiries</li><li>Support providers with documentation, room setup, and daily administrative tasks</li><li>Assist with marketing tasks such as social media posting, appointment reminders, and client outreach</li><li>Handle confidential client information with sensitivity and full compliance</li></ul>
<p>We are looking for a detail-oriented and personable Part-Time Receptionist to join our team in San Diego, California. In this contract role, you will serve as the first point of contact for visitors and callers, ensuring smooth daily operations and providing excellent customer service. The ideal candidate will have strong organizational skills and a proactive approach to handling various administrative tasks.</p><p><br></p><p>Responsibilities:</p><p>• Answer and direct incoming calls using a multi-line phone system.</p><p>• Welcome and assist guests upon arrival, providing a friendly and detail-oriented experience.</p><p>• Organize and schedule lunches and meetings as needed.</p><p>• Maintain accurate records and manage filing systems efficiently.</p><p>• Perform data entry tasks with attention to detail, ensuring accuracy.</p><p>• Handle email correspondence in a timely and detail-oriented manner.</p><p>• Coordinate and schedule appointments, ensuring effective time management.</p><p>• Support general office operations by managing supplies and keeping common areas tidy.</p><p>• Utilize Microsoft Office tools, including Excel, Word, and Outlook, to complete administrative tasks.</p><p>• Collaborate with team members to ensure seamless communication and workflow.</p>
