Focus Partners Wealth seeks a motivated and qualified individual for the position of Office Administrator.
Primary responsibilities for this position include:
- Managing the reception function of the office, assist in answering and directing calls from main reception line, greeting clients and other visitors, managing incoming and outgoing mail and fax communications;
- Ordering supplies and keeping an updated inventory; keeping supply areas in an organized state;
- Scheduling conference room usage and keeping rooms clean and neat at all times;
- Support local advisory team and investment
professionals on client matters;
- Provide administrative assistance including planning travel for certain team leads;
- Manage the day-to-day interaction with certain of the company’s vendors and troubleshooting equipment failures and maintenance;
- Maintain company databases/technology, including its CRM, scanning of client documents (tax returns, investment statements, estate docs, etc.) into the document management system, hosted phone solution, imaging files, video conferencing, and others as needed;
- Prepare internal presentation materials as needed (pipeline reports, Power Point presentations;
- Manage local client communications, including emails and book deliveries, and coordinate the office’s Giftology program.
Qualifications:
- A minimum of 2 years administrative experience in financial or professional services;
- Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology;
- Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills;
- Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands; and
- Basic understanding of financial services.
* This is a Non-exempt position
Focus Partners Wealth is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.
The annualized base pay range for this role is expected to be $60k. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other reward may include an annual cash bonus and a comprehensive benefits package
