Title: Client Relationship Assistant
FLSA: Non-exempt Hours per week: 40
Position Summary
The Client Relationship Assistant position comprises a range of administrative responsibilities, including fund administration, board meeting administration, and data collection.
"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."
Key Duties and Responsibilities Support the Client-facing team in performing administrative tasks.
Creates correspondence, reports, presentations, and meeting notes for internal use or distribution to clients or vendors; performs filing, editing, copying, or collating as needed.
Keeps records in relation to the disbursement process.
Coordinates meetings, activities, and other events as assigned, including scheduling, catering, and meeting room preparation.
Assists the Client-facing team with analysis and internal reports to support day-to-day activities; manages internal audit data collection, including financial, DOL, and Operational Controls Audits.
Manages administrative responsibilities, including invoice preparation and approval, payable handling, filings, and applications.
Performs other related duties as assigned.
Minimum Qualifications Highly developed sense of professionalism, maturity and integrity.
Experience working in a collaborative team environment.
Ability to successfully communicate and execute with all levels of the organization in a heavily matrixed environment.
Ability to work in a fast-paced environment managing multiple projects and incoming requests.
Strong decision-making and organizational skills, with the ability to optimize the use of all available resources and deliver on multiple priorities.
Strong organizational skills with an attention to detail.
Strong time management skills, capable of prioritizing workload effectively to meet deadlines.
Excellent verbal and written communication skills.
Proficiency in MS Office tools and applications.
Preferred Qualifications Experience in an administrative role in communications, marketing, or client management.
Experience working in a healthcare environment or third-party administrator.
Knowledge of Taft Hartley organizations.
Experience working in Client Services, Client Management, or Customer Service.
*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job.
Duties, responsibilities and activities may change at any time with or without notice.
Working Conditions/Physical Effort Normal degree of physical effort in typical office environment with comfortable, constant temperatures and absence of objectionable elements.
May be required to work remotely.
Disability Accommodation
Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship.
The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process.
If reasonable accommodation is needed, please contact the Recruiting Department at , and we would be happy to assist you.
ZAS's Mission, Vision & Values
As a member of the ZAS team, each employee agrees to embrace and live out the mission, vision and core values of ZAS.
The values we live and work by are: We focus on relationships We take risks thoughtfully Ethical behavior Performance and accountability We strive to win, but not at all costs Zenith American Solutions, Inc. Real People.
Real Solutions.
National Reach.
Local Expertise.
Zenith American Solutions, Inc. is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide.
The original entity of Zenith American has been in business since 1944.
We believe the best way to realize our better systems for better service philosophy is to hire the best employees.
We look for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect.
If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!
We realize the importance a comprehensive benefits program to our employees and their families.
As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!
Internals to Apply:
If you meet the minimum qualifications and are interested in applying for this position, please submit an application.
* Zenith American Solutions is an Equal Opportunity Employer.
Zenith does not discriminate on the basis of race, religion, color, sex, physical or mental disability, gender identity, sexual orientation, age, national origin, pregnancy, status as a parent, veteran status or any other basis covered by appropriate law.
All employment decisions on the basis of qualifications, merit, and business need.