Client Service & Administrative Officer at Norrenberger Financial Group

Job Summary

Engage with clients in a professional and courteous manner by addressing inquiries and providing accurate information as required. Primarily manage the onboarding process for all new client relationships while supporting other administrative responsibilities.

Requirements

• Serve as the primary point of contact for clients, ensuring professional, timely, and courteous communication at all times.
• Manage client inquiries, complaints, and requests, escalating issues where necessary to ensure prompt resolution.
• Coordinate and schedule client meetings, follow-ups, and internal engagements to ensure seamless service delivery.
• Support the onboarding process for new clients by ensuring all required documentation and processes are completed accurately and efficiently.
• Maintain accurate client records and update relevant systems to ensure data integrity and compliance.
• Oversee day-to-day administrative functions to ensure smooth operational efficiency across the organization.
• Manage office supplies inventory, including procurement, stocking, and distribution of stationery and equipment.
• Coordinate office facility maintenance, including repairs, cleaning services, and general upkeep to ensure a safe and conducive work environment.
• Monitor and coordinate the usage and maintenance of company vehicles, where applicable.
• Provide general administrative support to management and other departments as required.
• Perform any other duties assigned to support organizational objectives.