Seeking the extraordinaryTM! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.
With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.
Join The Colony Group in making your everyday extraordinary!
The Colony Group 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.
- Managing documents in DocuSign
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 position is Non Exempt.
$55-60k
TCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work | An InvestmentNews professional award (bestplacesforadvisers.com)!
