Administrative Assistant

ASPIRIANT LLC•Austin, TX

13d•Hybrid

About The Position

We are looking to add STAR client service/administrative professionals to our dynamic and growing Client Service Operations Team as an Administrative Assistant. This roll is accountable for both Administrative and Associate work in a team setting to assist in replying to client needs and performing administrative tasks. This position requires superb and highly polished client service skills. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Requirements

Demonstrate proficiency with planning office events and outings
Ability to follow detailed instruction with a high level of accuracy
Impeccable ability to maintain confidentiality
Excellent organizational skills
Problem solving skills
A self-starter who takes ownership of projects as assigned and completes them with minimal supervision
Ability to set priorities among a variety of tasks and occasionally a heavy volume of work
Strong communication skills; must be comfortable communicating with all levels of employees
Demonstrate pride, integrity and initiative in all aspects of his or her work
Must be a team player
2-5 years in an administrative assistant role in an office environment
Experience in a professional services environment, preferably in financial services and/or investment management is a plus
Some college education, Bachelor’s Degree preferred

Responsibilities

Show initiative and take ownership of each task from start to finish
Answer requests in a timely and professional manner
Communicate effectively in a positive manner to your teammates in person, through instant messaging, and emails throughout the day
Be part of a small team monitoring a joint email inbox and Business Process workflow queue throughout the day
Become familiar with Client Service Operations policies and procedures
Provide ad hoc support to Directors and Managers in the office
Maintain client documents and records in accordance with compliance policies including filing hard copies and/or scanning of documents
Establish and maintain client access to our online portal
Greet clients and vendors at the front desk
Be the liaison with Property Manager regarding maintenance and repair
Prepare expense reports and light calendaring
Ordering groceries and office supplies as needed
Picking up and dropping off mail and overnight packages
Primarily accountable for taking care of the kitchen and other common spaces, keeping them clean and restocking when necessary
Participate in new hire onboardings
Plan birthday celebrations and other office events
Participate in departmental and ad hoc projects