Key Responsibilities
• Manage and respond to client and supplier emails related to active trips.
• Arrange airport transfers, hotel transfers, and other transportation with hotels, destination partners, and transportation companies.
• Send VIP, pre-arrival, and preference emails to hotels before client stays.
• Communicate important client preferences including room requests, bedding, children’s ages,celebrations, dietary needs, arrival times, housekeeping preferences, and other relevant details.
• Confirm hotel amenities, preferred partner benefits, credits, upgrades, and other booking inclusions when needed.
• Follow up with hotels and suppliers to make sure requests have been received and confirmed.
• Track outstanding requests, confirmations, deadlines, payments, cancellation dates, and other important trip details.
• Assist with restaurant, spa, activity, and concierge requests when appropriate, primarily by coordinating with hotel concierge teams and destination partners.
• Review confirmations and supplier communications for accuracy and flag discrepancies.
• Help prepare and organize client-facing trip information and confirmations.
• Maintain accurate client preferences and trip information in internal systems.
• Monitor active trips and proactively identify missing information or unresolved logistics.
• Escalate important client issues, pricing decisions, itinerary changes, or situations requiring advisor judgment.
• Support the advisor with additional travel operations and administrative projects as the business grows.