New

Client Services Assistant

Spectraforce Technologies
United States, California, San Diego
Feb 22, 2025
Title: Client Services Assistant Duration: 5 months Location: San Diego, CA Hours: M-F 8am-5pm (In person) Pre-Screen Questions: Can you describe your experience with administrative support and marketing materials creation, including any work with Microsoft Office, PowerPoint, InDesign, or Adobe? Do you have experience with in-office tasks like scheduling, handling phone calls, or organizing files? Can you give an example? Description: Resources typical working day: Administrative and marketing Handles requests from brokers Creating marketing materials Using PowerPoint Responsibilities: Provides general administrative support to an office or group of sales professionals. Collects, compiles and analyzes moderately complex data and information. Composes straightforward written descriptions of results. Gathers supporting documentation to complete voucher forms and process Broker commission payments while abiding by company accounting policies as well as local and national laws. Maintains company's brand, product, office, and client messaging and consistency by applying templates to produce marketing materials including flyers, proposals, tour books, maps, floor plans and qualification packages. Answers, screens and directs incoming telephone calls. Responds to general inquiries and provides information as needed, while maintaining confidentiality of Sales, Marketing, Client and proprietary information and data in all communications. Reads and routes incoming mail. Composes and prepares routine correspondence, faxes and emails for sales professionals. Maintains and updates relevant databases and assists with website updates. Organizes and maintains filing system, file correspondence and other records. May coordinate schedules and appointments for sales team members. May attend Sales team meetings for the purpose of recording meeting minutes or action items. Other duties may be assigned. No formal supervisory responsibilities in this position. Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause negative impact to external and internal clients. Must Haves: Years of Experience needed: 2+ years Level of Education: H.S Diploma, some college preferred Systems/Software proficiencies: Microsoft Office, InDesign, Adobe In office experience Administrative experience Good communication skills Top Nice to Have Skills: High proficiency in Office or computer design skills Associates degree A.A. or equivalent from 2 year college required. 2 years experience providing administrative support to multiple or team of professionals ability to determine and respond to conflicting priorities preferred. Work experience in Sales or Marketing environment preferred. Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, coworkers andor supervisor. Requires knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts andor commissions. Conducts basic financial analysis. Ability to abstract a lease. Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills. Advanced skills with Microsoft Office Suite, internet research and web publishing skills. Ability to manipulate basic templates in Power Point and/or In Designed preferred. Basic knowledge of accounting and marketing preferred.