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Office Coordinator

National Financial Partners Corp.Sonoma, CA
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Job Description

Essential Duties and Responsibilities:

  • Manages reception area, including routing of incoming calls and receipt of deliveries
  • Distributes incoming mail
  • Prepares outgoing mail
  • Serves as the point person for vendor maintenance, purchasing office needs/supplies, office equipment, and general office errands.
  • Scans documents and indexes them into document management system
  • Deposits checks using Desktop Deposit
  • Processes credit card payments
  • Audits data entry
  • Handles special projects, as needed
  • Handles other clerical and administrative duties, as needed.
  • Complies with all company policies and procedures including compliance with all privacy regulations

Knowledge, Skills, and/or Abilities:

  • Proficiency in processing large amounts of information on an ongoing basis
  • Exceptional attention to detail and time management skills
  • Strong aptitude for organization and prioritization
  • Desire to work in a fast-paced environment with flexibility in duties and responsibilities
  • Effective verbal and written communication
  • Ability to work on projects with a team or on an individual basis
  • Proficiency in PC, Microsoft Office Suite and the ability to learn software/technology quickly