Office Administrator
Core
Provides general office support, administrative, and communications tasks to enable financial advisory team members to execute client relationships.
Role type
Office Administrator
Builds
Operational support for a financial advisory firm
Domain
Financial Services / Administrative Support
Deliverable
product features
Required skills
MS Office Suite, data maintenance, document management, meeting coordination, mail management, client communication
Preferred skills
Self-confidence, personal integrity, understanding of fiduciary responsibility, leadership skills, multi-tasking, time management, initiative
Responsibilities
Greet and communicate with clients and guests; manage incoming and outgoing mail; maintain kitchen area and order meals; ensure conference rooms are ready; maintain electronic filing system; manage office supplies and equipment; schedule meetings for advisors; coordinate distribution of marketing materials; lead logistics for company events; manage client appreciation efforts; prepare correspondence; prepare client engagement agreements and deposit checks; assist with new hire onboarding; assist with data maintenance and reporting.
Seniority
Entry-level, 2 years experience required
