Client Relationship Assistant

Title: Client Relationship Assistant

FLSA: Non-exempt Hours per week: 40

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."

Key Duties and Responsibilities


* Support the Client-facing team in performing administrative tasks.


* Creates correspondence, reports, presentations, and meeting notes for internal use or distribution to clients or vendors ; performs filing, editing, copying, or collating as needed.


* Keeps records in relation to the disbursement process.


* Coordinates meetings, activities, and other events as assigned, including scheduling, catering, and meeting room preparation.


* Assists the Client-facing team with analysis and internal reports to support day-to-day activities; manages internal audit data collection, including financial, DOL, and Operational Controls Audits.


* Manages administrative responsibilities, including invoice preparation and approval, payable handling, filings, and applications.


* Performs other related duties as assigned.

Minimum Qualifications


* 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.


* 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.

Preferred Qualifications


* 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.



*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job.

Duties, responsibilities and activities may change at any time with or without notice.

Working Conditions/Physical Effort


* Normal degree of physical effort in typical office environment with comfortable, constant temperatures and absence of objectionable elements.


* May be required to work remotely.

Disability Accommodation

Consistent...