Job Title: Client Coordinator

Purpose:

What is the primary purpose of this position, within the context of the entire

firm?
How does this position benefit the client?

IN T E R N AL P R IN T

Primary Responsibilities:

What systems are you responsible for managing?

What software are your primary areas of authority and or expertise?
What specific tasks do you execute on a:
daily basis?
weekly basis?
monthly basis?
annual basis?

Secondary Responsibilities:
In what roles do you assist others?
With what additional software are you comfortable?

Required Skills:
List the specific skills necessary to perform this position.

Reporting Responsibilities:

List the supervision/administration chain of authority

List the technical chain of authority
(Organizational Flow-chart is recommended)

TD-3