Client Services Assistant

Position Summary

The Client Relationship Assistant position comprises a range of administrative responsibilities, including fund administration, board meeting administration, and data collection. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

• Support the Client-facing team in performing administrative tasks.
• Create correspondence, reports, presentations, and meeting notes for internal use or distribution to clients or vendors; perform filing, editing, copying, or collating as needed.
• Keep records in relation to the disbursement process.
• Coordinate meetings, activities, and other events as assigned, including scheduling, catering, and meeting room preparation.
• Assist the Client-facing team with analysis and internal reports to support day-to-day activities; manage internal audit data collection, including financial, DOL, and Operational Controls Audits.
• Manage administrative responsibilities, including invoice preparation and approval, payable handling, filings, and applications.
• Perform other related duties as assigned.

• Highly developed sense of professionalism, maturity and integrity.
• Experience working in a collaborative team environment.
• Ability to successfully communicate and execute with all levels of the organization in a heavily matrixed environment.
• Ability to work in a fast-paced environment managing multiple projects and incoming requests.
• Strong decision-making and organizational skills, with the ability to optimize the use of all available resources and deliver on multiple priorities.
• Strong organizational skills with an attention to detail and strong time management skills, capable of prioritizing workload effectively to meet deadlines.
• Excellent verbal and written communication skills.
• Proficiency in MS Office tools and applications.

• Experience in an administrative role in communications, marketing, or client management.
• Experience working in a healthcare environment or third-party administrator.
• Knowledge of Taft-Hartley organizations.
• Experience working in Client Services, Client Management, or Customer Service.

Normal degree of physical effort in typical office environment with comfortable, constant temperatures and absence of objectionable elements. May be required to work remotely.

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process.

$24.76/hr