Job Description
Description We are looking for a detail-oriented Client Services Representative to join our team in Winter Park, Florida. In this role, you will be responsible for supporting executive leadership, managing administrative workflows, and ensuring the office operates smoothly and efficiently. The ideal candidate will excel in organization, critical thinking, and effective communication.
Responsibilities:
• Coordinate and oversee daily office operations, including scheduling, vendor management, mail services, and facility coordination.
• Maintain organized records for vendor contracts, service agreements, and document retention systems.
• Assist in preparing agendas, minutes, and materials for internal meetings, board sessions, and committee gatherings.
• Support compliance efforts by collecting data, preparing reports, and responding to examiner requests.
• Manage marketing communications processes and ensure timely delivery.
• Facilitate onboarding and offboard...
Responsibilities:
• Coordinate and oversee daily office operations, including scheduling, vendor management, mail services, and facility coordination.
• Maintain organized records for vendor contracts, service agreements, and document retention systems.
• Assist in preparing agendas, minutes, and materials for internal meetings, board sessions, and committee gatherings.
• Support compliance efforts by collecting data, preparing reports, and responding to examiner requests.
• Manage marketing communications processes and ensure timely delivery.
• Facilitate onboarding and offboard...
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