5 . Client Services Coordinator - Easthampton , Massachusetts 01027
Job Number: 78418 Sophisticated financial/estate planner attorney office in Easthampton needs a client services coordinator.
Posted on: 05/24/2017
Pay $: 15.00
Category: Temp-to-Hire
Description:
  • Handle incoming phone calls, scheduling appointments and consultations
  • Prepare and send routine letters/correspondence
  • Prepare materials for various types of meetings and seminars
  • Prepare client folders and other materials for consultations and document deliveries
  • Prepare seminar presentation materials for attendees;
  • Transcribe dictation and meeting notes
  • Prepare invoices to send to clients
  • Provide organizational assistance by developing and utilizing retrieval systems

 

Qualifications:
  • Expert with Excel, Word, Power Point and Outlook
  • Ability to think and communicate with numbers
  • Possess excellent organizational skills and detail oriented
  • "Can do" attitude
  • Problem solver

 

Contact: Donna Goncalves
15-17 Brewster Court

Northampton ,  Massachusetts    01060
(413) 527-7445
dgoncalves@unitedpersonnel.com
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