Client Service Admin Assistant

Russell Tobin; Lake Elmo (MN); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan

Life & disability insurance

Employee discounts

Job summary

PrideGlobal's client seeks a Client Service Administrative Assistant to support daily branch operations and ensure a welcoming experience for clients in a financial services setting. The role blends reception, administrative tasks, and client service responsibilities, requiring excellent communication and meticulous organization.

Prior experience in financial services or branch environments is a plus, and the position offers healthcare coverage and retirement benefits through PrideGlobal

Qualifications

• Administrative, receptionist, or client service experience preferred.
• Strong communication and customer service skills.
• Excellent organization and attention to detail.

Responsibilities

• Answer phones, greet clients, and respond to client service requests.
• Log correspondence and check deposits and maintain client files.
• Manage office supplies and submit maintenance requests.
• Process expense reports and coordinate administrative tasks.
• Schedule meetings with wholesalers and support branch seminars and events.
• Schedule client appointments and maintain accurate client information.
• Introduce clients to digital tools and support the overall client experience.
• Enter and update new and existing client data across various applications.

Skills

Administrative experience

Receptionist experience

Client service experience

Strong communication

Customer service

Organization and detail

Job description

Russell Tobin’s client is seeking a Client Service Administrative Assistant to support daily branch operations and provide a welcoming experience for clients. This role combines reception, administrative support, and client service within a financial services environment.

Key Responsibilities

• Answer phones, greet clients, and respond to client service requests.
• Log correspondence and check deposits and maintain client files.
• Manage office supplies and submit maintenance requests.
• Process expense reports and coordinate administrative tasks.
• Schedule meetings with wholesalers and support branch seminars and events.
• Schedule client appointments and maintain accurate client information.
• Introduce clients to digital tools and support the overall client experience.
• Enter and update new and existing client data across various applications.

Qualifications

• Administrative, receptionist, or client service experience preferred.
• Strong communication and customer service skills.
• Excellent organization and attention to detail.
• Comfortable working with computer systems and entering client information.
• Professional and welcoming demeanor.
• Financial services or branch experience is a plus.

PrideGlobal and it's affiliates offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, pet insurance and employee discounts with preferred vendors.

PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates : Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation