Executive Admin / Client Service coordinator

Open Systems Technologies; Bala Cynwyd (PA); On-site; USD 55,000 - 75,000; Full time

Job summary

A financial services firm is seeking a Senior Administrative professional in Bala Cynwyd, Pennsylvania. The candidate should possess over 3 years of experience in client service or executive assistant roles, particularly in the financial sector. Advanced skills in Microsoft Office Suite and outstanding communication abilities are essential. This position promises a full-time commitment, contributing to a supportive and detail-oriented work environment.

Qualifications

• Minimum of 3+ years of experience in a Client Service Associate, Executive Assistant, or Senior Administrative role, preferably within the financial services industry.
• Advanced knowledge of Microsoft Office Suite.
• Exceptional written and verbal communication skills.
• High integrity, discretion with confidential information, detail-oriented and organized.

Skills

Microsoft Office Suite

Communication skills

Organizational abilities

Attention to detail

Client Service

Tools

CRM platform

Job description

Senior Level

• Mid-Senior level

Employment Type

• Full-time

Job Function

• Administrative

Industries

• Staffing and Recruiting

Qualifications

• Minimum of 3+ years of experience in a Client Service Associate, Executive Assistant, or Senior Administrative role, preferably within the financial services industry (brokerage, advisory firm, or bank).
• Advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Experience with a CRM platform is essential.
• Exceptional written and verbal communication skills.
• High integrity, strong desire to help others, solution-oriented with optimism, impeccable attention to detail, strong organizational and prioritization abilities, proven track record exercising discretion with confidential information.