-Admin support experience. -Strong customer service skills. -Proficiency in MS Office, especially Excel -Welcome and assist clients, prepare beverages. -Assist in preparing prospect packages. -Miscellaneous administrative duties. -Schedule client account reviews via calls and emails. -Manage representative calendars, including medical appointments. -Prepare client account review files for meetings. -Handle phone calls and customer service inquiries. -Perfo
-Admin support experience. -Strong customer service skills. -Proficiency in MS Office, especially Excel -Welcome and assist clients, prepare beverages. -Assist in preparing prospect packages. -Miscellaneous administrative duties. -Schedule client account reviews via calls and emails. -Manage representative calendars, including medical appointments. -Prepare client account review files for meetings. -Handle phone calls and customer service inquiries. -Perfo
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