{"schemaVersion":"jobsearcher.job.v1","id":"1ad8e819d6aa7fcd94a306c0","url":"https://jobsearcher.com/jobs/1ad8e819d6aa7fcd94a306c0","canonicalUrl":"https://jobsearcher.com/jobs/1ad8e819d6aa7fcd94a306c0","title":"Client Services Representative","description":"*About Us:* At The McDaniel Corporation, we are a dynamic financial planning firm dedicated to providing exceptional service to our clients. With a close-knit team of three advisors and ten dedicated staff members, we pride ourselves on our collaborative and client-focused approach. We are currently seeking a motivated and detail-oriented individual to join our team as an Administrative Assistant.\n\n*Position Overview:*\nWe are seeking an organized, proactive Administrative Assistant to support reception, data entry, and provide personal assistance to Craig McDaniel. This is a hands-on, diverse role involving client interaction, office management, and administrative tasks.\n\n*Key Responsibilities:*\n\n* *Administrative Support:* Answer phones, greet clients, manage emails, maintain the office (ordering supplies, tidying kitchen, etc.), and assist with general office tasks.\n* *Data Entry:* Enter and update client information into our client database system, ensuring accurate and up-to-date records.\n* *Personal Assistant:* Organize daily tasks, sort emails, book travel (flights, hotels, car rentals), prepare agendas, and ensure the advisor is fully prepared for meetings and appointments.\n* *Client Interaction:* Offer beverages, ensure client comfort, and maintain a welcoming office environment.\n\n*Qualifications:*\n\n* Strong organizational skills and attention to detail.\n* Ability to multitask in a fast-paced setting.\n* Positive and professional demeanor with excellent communication skills.\n* Proficiency in Microsoft Office; experience with Red Tail Client Tracking Software is a plus.\n\n*Benefits:*\n\n* Competitive salary ($31,000 - $35,000 annually).\n* Dental and life insurance.\n* Paid vacation days.\n* 401(k) retirement plan.\n\nIf you're a motivated individual with a passion for organization and client service, we want to hear from you! Apply today to join our team.\n\nJob Type: Full-time\n\nPay: $16.00 - $20.00 per hour\n\nBenefits:\n* 401(k) matching\n* Dental insurance\n* Life insurance\n* Paid time off\n\nApplication Question(s):\n* Background Check Required\n\nLocation:\n* Columbia, SC 29212 (Preferred)\n\nWork Location: In person","company":"Mcdaniel","rawCompany":"mcdaniel","city":"Columbia","state":"SC","isRemote":false,"isActive":false,"createdAt":"2026-08-19T21:05:07.596Z","occupations":[{"code":"43-6014.00","title":"Secretaries and Administrative Assistants, Except Legal, Medical, and Executive","slug":"secretaries-and-administrative-assistants-except-legal-medical-and-executive"},{"code":"43-9061.00","title":"Office Clerks, General","slug":"office-clerks-general"},{"code":"43-9199.00","title":"Office and Administrative Support Workers, All Other","slug":"office-and-administrative-support-workers-all-other"}],"industries":[{"code":"561110","title":"Office Administrative Services","slug":"office-administrative-services"},{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"561499","title":"All Other Business Support Services","slug":"all-other-business-support-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Services Representative","description":"*About Us:* At The McDaniel Corporation, we are a dynamic financial planning firm dedicated to providing exceptional service to our clients. With a close-knit team of three advisors and ten dedicated staff members, we pride ourselves on our collaborative and client-focused approach. We are currently seeking a motivated and detail-oriented individual to join our team as an Administrative Assistant.\n\n*Position Overview:*\nWe are seeking an organized, proactive Administrative Assistant to support reception, data entry, and provide personal assistance to Craig McDaniel. This is a hands-on, diverse role involving client interaction, office management, and administrative tasks.\n\n*Key Responsibilities:*\n\n* *Administrative Support:* Answer phones, greet clients, manage emails, maintain the office (ordering supplies, tidying kitchen, etc.), and assist with general office tasks.\n* *Data Entry:* Enter and update client information into our client database system, ensuring accurate and up-to-date records.\n* *Personal Assistant:* Organize daily tasks, sort emails, book travel (flights, hotels, car rentals), prepare agendas, and ensure the advisor is fully prepared for meetings and appointments.\n* *Client Interaction:* Offer beverages, ensure client comfort, and maintain a welcoming office environment.\n\n*Qualifications:*\n\n* Strong organizational skills and attention to detail.\n* Ability to multitask in a fast-paced setting.\n* Positive and professional demeanor with excellent communication skills.\n* Proficiency in Microsoft Office; experience with Red Tail Client Tracking Software is a plus.\n\n*Benefits:*\n\n* Competitive salary ($31,000 - $35,000 annually).\n* Dental and life insurance.\n* Paid vacation days.\n* 401(k) retirement plan.\n\nIf you're a motivated individual with a passion for organization and client service, we want to hear from you! Apply today to join our team.\n\nJob Type: Full-time\n\nPay: $16.00 - $20.00 per hour\n\nBenefits:\n* 401(k) matching\n* Dental insurance\n* Life insurance\n* Paid time off\n\nApplication Question(s):\n* Background Check Required\n\nLocation:\n* Columbia, SC 29212 (Preferred)\n\nWork Location: In person","datePosted":"2026-08-19T21:05:07.596Z","dateModified":"2026-08-19T21:05:07.596Z","hiringOrganization":{"@type":"Organization","name":"Mcdaniel","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Columbia","addressRegion":"SC","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"1ad8e819d6aa7fcd94a306c0"},"url":"https://jobsearcher.com/jobs/1ad8e819d6aa7fcd94a306c0"}}