Job Overview
Date Posted
June 10, 2026
Expiration date
September 10, 2026
Job Description
JOB DETAILS
Our client is seeking a Client Services Assistant to join their office. There is a database management and administrative component to this position, along with an opportunity to learn the finance business of the firm.
Responsibilities:
Client Services Assistant will assist in assembling monthly & quarterly reports (mail merge, copy & file)
Assist in assembling presentation packets for sales reps and brokers (printing & binding, shipping)
Maintain client files and record-keeping system
Data entry; email blasts. Type correspondence
Database Management
Handle expense reports for Managing Director
Bind and ship marketing materials for conferences
Confirm appointments
Respond to broker requests for materials
Scanning in contractual documents to network drive and filing originals
Respond to broker requests for materials
Provide back up support to reception
Additional general administrative support as requested to the Managing Director, Sales Reps and Associates.
Requirements:
Bachelor’s Degree
Minimum one to two years of experience
Ability to organize and prioritize multiple tasks
Proficiency with Microsoft Office: Excel, PowerPoint and Word
Strong verbal and written communication skills
Strong attention to detail, quick learner, problem solving and organizational skills
Salary $45,000-$50,000
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
#PA2ASSISTRevolution
