Client Experience & Administrative Specialist

Oracle Financial Solutions; Lansing (MI); Vor Ort; USD 35.000 - 50.000; Vollzeit

Zusammenfassung

Oracle Financial Solutions in Lansing is seeking a Client Service Administrator to provide essential administrative support and ensure smooth office operations. The role involves greeting clients, managing calls, and maintaining meeting spaces for an elevated client experience.

The ideal candidate has a high school diploma, relevant administrative experience, and proficiency in Microsoft Office. This is a fundamental position in a firm dedicated to financial planning and wealth management.

Qualifikationen

• High school diploma or equivalent required.
• Administrative or client service experience necessary.
• Proficiency in Microsoft Office is essential.

Aufgaben

• Greet clients and visitors with professionalism.
• Answer and route phone calls; manage voicemail.
• Prepare and maintain meeting spaces for clients.
• Perform administrative tasks, including filing and organizing documents.
• Support client onboarding workflows and document preparation.

Kenntnisse

Attention to detail

Verbal communication

Written communication

Client-service mindset

Time-management

Tech-savviness

Ausbildung

High school diploma or equivalent

Tools

Microsoft Office

Jobbeschreibung

Oracle Financial Solutions in Lansing is seeking a Client Service Administrator to provide essential administrative support and ensure smooth office operations. The role involves greeting clients, managing calls, and maintaining meeting spaces for an elevated client experience.

The ideal candidate has a high school diploma, relevant administrative experience, and proficiency in Microsoft Office. This is a fundamental position in a firm dedicated to financial planning and wealth management.