Client Service Administrator
Contact, respond to and follow up with clients as needed in person, by phone or by emailExecution of client and firm tasks, such as preparation of reports, reviewing client correspondence and ordering supplies as neededInteract with office guests as the initial point of contact in reception area Main point of contact for secure client portal both within and out of the office Perform Notary tasks as a commissioned Notary Public for the state of CaliforniaProcess initial fees, invoices and payments in QuickBooksProcess documents received with attention to detail and accuracy, whether received via paper, email, or secure portal