Client Order & Compliance Coordinator

Jobtailor; Wilmington (DE); On-site; USD 38,000 - 52,000; Full time

Job summary

Jobtailor in Wilmington, Delaware seeks an administrative specialist to support records, order fulfillment, and compliance for our customer services processes. You will handle physical mail, open and review it, prepare and mail documents, and work with Salesforce, Outlook, and state websites.

The role requires high attention to detail, strong Excel skills, and the ability to multitask in a fast-paced environment while collaborating with teammates and working independently when needed.

Qualifications

• Candidates must multitask effectively in a fast-paced environment.
• Ability to work independently and as part of a team is essential.
• Strong problem solving and analytical abilities are required.
• High attention to detail and accuracy are critical for compliance tasks.
• Proficient in MS Excel and familiar with Salesforce and Outlook.

Responsibilities

• Process resignation requests from agents and handle related mail.
• Open, review, and file physical mail; print checks.
• Mail notices to customers about resignations; prepare to mail via USPS certified mail as required.
• Prepare and mail documents via USPS certified mail per state requirements.
• Work with state websites and internal systems (Salesforce, Outlook) to support operations.
• Manage internal email inboxes and automate routine processes.
• Learn and understand multiple processes to support compliance needs.
• Cross-train on functions to support customer compliance requirements.

Skills

Multitasking

Teamwork

Flexibility

Problem solving

Excel proficiency

Attention to detail

Organizational skills

Time management

Research & analysis

Tools

MS Excel

Salesforce

Outlook

Job description

Jobtailor in Wilmington, Delaware seeks an administrative specialist to support records, order fulfillment, and compliance for our customer services processes. You will handle physical mail, open and review it, prepare and mail documents, and work with Salesforce, Outlook, and state websites.

The role requires high attention to detail, strong Excel skills, and the ability to multitask in a fast-paced environment while collaborating with teammates and working independently when needed.