Part-Time Client Services Coordinator – Financial Branch

RoShay Services; Delta (CO); On-site; USD 21,000 - 39,000; Part time

Job summary

RoShay Services in the United States (Colorado) seeks a Part Time Branch Office Administrator to support a client-focused financial advisory branch. You will handle daily office operations, greet visitors, answer calls, and schedule appointments with strict confidentiality.

The role emphasizes professional client service, precise record-keeping, and collaboration to meet branch goals. You will assist with paperwork, marketing support, and meeting materials while upholding discretion and a

Qualifications

• Strong client service and communication skills.
• High attention to detail and ability to maintain accurate records.
• Professionalism, discretion and confidentiality in all interactions.
• Ability to support branch goals in a collaborative environment.

Responsibilities

• Handle day-to-day branch administration and office operations.
• Greet clients, manage inquiries, and schedule appointments.
• Process account paperwork and maintain accurate, up-to-date records.
• Support marketing activities and prepare client meeting materials.

Skills

Client service

Communication

Attention to detail

Professionalism & confidentiality

Job description

RoShay Services in the United States (Colorado) seeks a Part Time Branch Office Administrator to support a client-focused financial advisory branch. You will handle daily office operations, greet visitors, answer calls, and schedule appointments with strict confidentiality.

The role emphasizes professional client service, precise record-keeping, and collaboration to meet branch goals. You will assist with paperwork, marketing support, and meeting materials while upholding discretion and a