Professional Services Administrator

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🔥 17 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $55k - $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🖥️ Administration

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Axos Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Axos Bank is a financial institution offering a range of services including personal and business banking, commercial lending, and investment services. They provide checking and savings accounts, certificates of deposit, mortgages, personal loans, and auto loans. Axos Bank is known for digital banking solutions, including a mobile app that allows customers to manage their finances, make payments, and invest, all from one place. Axos Bank emphasizes advanced data protection for secure online banking and offers high-yield savings accounts and innovative financial tools.

📋 Description

• Manage a high volume of client service requests and administrative tasks while meeting established service level expectations • Coordinate and track client projects, case activity, and service deliverables from initiation through completion • Serve as a primary point of contact for clients, responding to inquiries and resolving issues in a timely and professional manner • Review, process, and maintain client information, documentation, and records with a high degree of accuracy • Assist clients with professional services requirements and support the resolution of complex issues • Analyze case-related information and provide administrative support for client service engagements • Assist in preparing service estimates, pricing information, invoices, and billing-related documentation • Maintain detailed records of client interactions, project status, and completed work • Collaborate with internal teams to ensure seamless service delivery and adherence to established procedures • Generate reports, monitor workloads, and provide updates on service activity and productivity metrics • Identify opportunities for process improvements that mitigate risks, enhance efficiency, service, quality, and operational effectiveness • Participate in training, team meetings, and ongoing professional development activities

🎯 Requirements

• Bachelor's degree preferred or equivalent combination of education and experience • 2+ years of administrative, client service, operations, project coordination, or professional services experience • Strong organizational and time management skills with the ability to manage multiple priorities • Excellent verbal and written communication skills • Strong analytical and problem-solving abilities • Demonstrated ability to provide outstanding customer service • High attention to detail and commitment to accuracy • Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook • Experience working with case management, ticketing, CRM, or workflow systems preferred • Ability to work independently while collaborating effectively with cross-functional teams

🏖️ Benefits

• Medical, Dental, Vision, and Life Insurance • Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year) • HSA or FSA account and other voluntary benefits • 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan • Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading