Industry: Financial Services
What Matters Most:
1-2 years of high touch customer service experience
Proficiency in MS Office and Google Docs preferred
Your New Role:
This organization has quickly established itself as the go-to for wealth management and banking services, spearheaded by their focus on personalized client service. In this Administrative Services Coordinator role, you’ll continue their legacy of superior service by assisting with a variety of administrative duties and creating a memorable experience for all current and future clients. This is a phenomenal growth opportunity for a motivated candidate! Day-to-day you’ll answer and direct incoming calls, greet clients and guests, distribute mail, and tidy up conference rooms throughout the day. Tap into your creative side to plan and execute memorable client events. In addition, you’ll provide ongoing support to internal colleagues, including leadership, to ensure all service issues are resolved or escalated in a timely manner. You should be a superb communicator with strong organizational, time management, and math skills. Multi-taskers, we’re calling on you!
Your New Organization:
They are a premier financial services firm committed to superior customer service and progressive business practices. There’s a young, dynamic team walking the halls here and you’ll get plenty of mentorship and support as you learn everything you need to grow your career. They place a high value on collaboration and work-life balance – leadership wants you to be well and live well so you can work well! You’ll get amazing perks like pet insurance, a monthly fitness stipend, an employee mortgage discount program, concierge service, free emergency rides, and Zipcar discounts. There’s also a comprehensive benefits package to seal the deal – look forward to paid time off, medical, dental, and vision coverage, a 401(k) plus match, life and disability insurance, an employee assistance program, maternity or paternity leave, and volunteer time off.
If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to email@example.com. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
Commitment to Diversity
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Boly:Welch recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners. As a business founded and owned by women, Boly:Welch collaborates with minority and women-owned business enterprises to help develop and nurture strong relationships across all stakeholders. We make connections that enrich our community by seeing possibilities in people.