Colorado Springs, CO, 80932, USA
9 days ago
Practice Coordinator
Description We are looking for a highly organized and detail-oriented Practice Coordinator to join our team on a long-term contract basis in Colorado Springs, Colorado. This role is essential in providing administrative and operational support, ensuring smooth workflows, effective client communication, and seamless execution of daily tasks. The successful candidate will possess strong interpersonal skills, a focus on confidentiality, and proficiency in computer systems. Responsibilities: • Manage client contract renewals, ensuring accuracy, timely completion, and adherence to deadlines. • Prepare and track invoices to support financial and operational processes. • Assist in meeting preparation by compiling materials, updating agendas, and documenting key discussion points. • Facilitate client onboarding by gathering necessary documentation, setting up accounts, and completing processes efficiently. • Scan and file paper documents received in the office to maintain organized records. • Conduct operational clean-ups by updating client records and ensuring data integrity within systems. • Oversee the client gifting process, including selecting gifts, tracking deliveries, and maintaining a gifting calendar. • Coordinate scheduling for client meetings, ensuring smooth communication between clients and internal team members. • Address basic client inquiries promptly while escalating complex issues to appropriate team members. • Provide in-person office coverage on designated meeting days, such as Tuesdays and Wednesdays. Responsibilities: Client and Phone Interaction: Answer inbound phone calls (roughly 15-20 calls per day) from clients, vendors, and prospects. Maintain a friendly, professional demeanor and respond promptly and confidently to inquiries. Act as a gatekeeper to manage and filter communication, ensuring seamless coordination within the office and with external contacts. Administrative Duties: Regularly check and process mail and scan physical documents for virtual filing. Maintain organized and secure digital records. Monitor and handle the company’s email inbox, responding to inquiries from prospects and vendors efficiently and professionally. Generate invoices using Advise Pay (training will be provided). Operational Coordination: Support the team’s transition to a new calendar application and help streamline scheduling updates. Collaborate with paraplanners by creating and updating client profiles and managing associated documentation. Confidential Data Handling: Work with sensitive client information and maintain strict confidentiality standards. Team Support: Provide administrative assistance to approximately 6-7 team members, ensuring smooth daily operations and communication flow. Requirements Requirements: + Proven experience with receptionist duties, including answering inbound calls and managing front desk responsibilities. + Ability to efficiently scan and organize documents for record-keeping. + Proficiency in handling clerical tasks with accuracy and attention to detail. + Strong communication skills to address client inquiries professionally. + Experience in scheduling and coordinating meetings with multiple stakeholders. + Comfort with computer systems and basic software applications. + Demonstrated ability to maintain confidentiality in handling sensitive client and business information. + Willingness to undergo background checks prior to employment and periodically thereafter. + Strong customer service skills with an approachable, friendly personality. + Comfortable handling a high volume of phone calls and answering questions professionally and promptly. + Ability to adapt to new tools and processes; no prior industry-specific experience required (training provided). + Organized, detail-oriented, and confident working both independently and collaboratively. + Proactive with time management and able to effectively manage shifting priorities. + Experience with virtual filing and handling sensitive, confidential information is a plus. TalentMatch® Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
Confirmar seu email: Enviar Email