Robert Half is hiring: Administrative Assistant in Charlotte

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.

Responsibilities:

• Coordinate client scheduling and manage appointment calendars to ensure smooth operations.

• Collect and organize data for financial planning, retirement plans, and other wealth management services.

• Assist with planning and executing client meetings, including preparation and follow-up tasks.

• Handle administrative tasks such as answering inbound calls, data entry, and maintaining organized records.

• Provide exceptional client service by addressing inquiries promptly and professionally.

• Support the team in managing Salesforce and other tools to ensure accurate client information.

• Collaborate with the team during regular meetings to discuss updates and priorities.

• Maintain a high level of organization to manage multiple tasks and deadlines effectively.

• Contribute to creating a positive and flexible work environment by fostering team collaboration.

• Minimum of 2 years of experience in administrative support or a related role.
• Proficiency in Microsoft Excel and Word, with the ability to create and manage documents efficiently.
• Familiarity with Salesforce or similar CRM systems for managing client data.
• Strong organizational skills and attention to detail to handle multiple responsibilities.
• Excellent communication and interpersonal skills to interact professionally with clients and team members.
• Dependable and reliable, with the ability to work on-site 4-5 days a week initially.
• Adaptability to work in a fast-paced environment while maintaining accuracy and efficiency.