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Client Services Assistant

The Client Services Assistant provides project and administrative support to the Managing Directors (MDs) and the Vice President in the Client Services areas.   Support will include coordinating scheduling across team members and with external parties; proofing, preparing and organizing materials; maintaining databases; and providing other administrative support.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Core responsibilities will include but not be limited to the following:

  • Schedule internal and external virtual and in-person meetings and interviews, often coordinating schedules of several individuals simultaneously
  • Take comprehensive and concise notes during team meetings, driving action items as a result of meetings; drive tasks and deliverables on behalf of the MDs, tracking against timelines and meeting notes; provide needed materials and templates to MDs and team members;
  • Create, compile and deliver materials for client searches, kick-off meetings and business development calls.
  • Create and finalize documents that clearly and concisely communicate to both internal and external audiences, including Powerpoint slides, proposals, charts and tables, as well as shepherd the process of getting inputs from multiple people and incorporating them into final deliverables. Proofread documents to ensure proper grammar, spelling, and look. May assist with design of final documents, consistent with Nonprofit HR’s brand standards.
  • Recommend changes to systems and practices to improve team efficiency and effectiveness.  Enter data into business development and contract management databases, Salesforce, Deltek and/or project management software as appropriate.
  • Assist with other duties and special projects as needed or required

QUALIFICATIONS, KNOWLEDGE AND SKILL REQUIRED (Minimum education and experience needed to perform the job adequately.)

  • Minimum high school diploma with two years administrative experience supporting a team or bachelor's degree with six months of experience providing administrative support in a business environment
  • Demonstrated ability to effectively build and maintain relationships, both internally and externally with colleagues and prospective clients; Proven success in demonstrating strong follow through and managing multiple concurrent tasks and deadlines
  • Consistently demonstrates outstanding  customer and client service orientation including highly effective written and oral communication skills
  • Ability to proofread documents for accuracy
  • Demonstrated experience that reveals ability to use good judgment, as well as maintain confidentiality
  • Demonstrated proficiency with all MS office applications and familiarity with databases/systems.

ADA SPECIFICATIONS (Physical demands that must be met in order to successfully complete the essential functions of the job):

This position is largely sedentary in nature; however, one must possess the ability to hear, speak and communicate clearly as well as the ability to use a computer and related software programs and lift up to 15 lbs. Minimal local and/or national travel necessary.

The above statements are intended to describe the general nature and level of work being performed by the individual(s) assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required. Management reserves the right to modify, add, or remove duties and to assign other duties as necessary. In addition, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position



How We Work: Nonprofit HR’s Commitment to Diversity, Inclusion & Difference

It is a high priority for us to foster and maintain an environment where diversity and inclusion are valued and realized to the benefit of you and the clients that we serve.

We believe strongly in treating everyone fairly and value the full diversity of our colleagues, clients, partners and vendors. Inclusion is how we live our commitment to fairness and diversity. It shapes how we honor the perspectives, abilities and identities of our colleagues; how we listen to, engage and respond to our clients; and how we connect to and appreciate each other and those we serve. We define diversity as differences that influence and affect our firm, our workplace culture, and the communities and clients we engage in the following areas: race, color, ethnicity, national origin, socioeconomic status, pay and benefits, ability, military service, age, faith, gender, sexual identity, personal appearance, pregnancy, and political views. Continue reading our about our commitment to diversity, equity and inclusion at nonprofithr.com/deinow.

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