Administrative Assistant - Client Services Team

About the Role Our client, a highly respected firm specializing in financial consulting, is seeking a dedicated and organized Administrative Assistant to join their thriving Client Services team in Raleigh, North Carolina . This role is essential for ensuring the seamless delivery of services to their valued clientele. You will be responsible for managing client communications, coordinating meetings and appointments, maintaining client records, and providing comprehensive administrative support to the Client Services managers. The ideal candidate possesses excellent interpersonal skills, a strong attention to detail, and a commitment to professionalism and client satisfaction. This is a fantastic opportunity to work within a dynamic team environment, gain exposure to the financial services industry, and contribute directly to client success. You will be the first point of contact for many clients, requiring a polite and efficient demeanor. Join a reputable company that values its employees and offers a collaborative and supportive work atmosphere in the heart of Raleigh, North Carolina . This position demands a proactive individual who can anticipate client needs and ensure their experience with our client is consistently positive.

Key Responsibilities Manage and organize client appointments, meetings, and travel arrangements for the Client Services team. Handle incoming client inquiries via phone and email, providing prompt and professional responses. Maintain accurate and up-to-date client records in the CRM system. Prepare and distribute client-related documents, reports, and correspondence. Coordinate internal meetings and collaborate with other departments to ensure client needs are met. Assist with the preparation of proposals, presentations, and marketing materials. Process client onboarding documentation and ensure all required information is collected. Manage office supplies and maintain an organized and efficient workspace. Support the Client Services team with ad-hoc administrative tasks and special projects. Ensure a high level of client satisfaction through excellent service and communication. Requirements Previous experience as an Administrative Assistant, preferably in a client-facing role or the financial services industry. Excellent organizational and time-management skills, with the ability to prioritize tasks effectively. Strong written and verbal communication skills, with a professional and courteous demeanor. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with CRM software. Detail-oriented with a commitment to accuracy and quality in all work. Ability to work independently and as part of a team in a collaborative environment. Demonstrated ability to handle client information with confidentiality and professionalism. A proactive approach to problem-solving and a willingness to learn. High school diploma or equivalent required; associate's degree or higher is a plus. Ability to adapt to changing client needs and service demands. Benefits Our client offers a competitive salary, commensurate with experience, and a comprehensive benefits package. This includes medical, dental, and vision insurance, a 401(k) retirement plan with company match, paid holidays, and vacation time. You will have opportunities for professional development and career growth within a supportive and client-focused organization. Enjoy working in a professional office environment in Raleigh, North Carolina , and become a valued member of a dedicated team. We are committed to fostering a positive workplace culture where employee contributions are recognized and rewarded.