Office Administrator

Cerity Partners•West, TX

3d•$20 - $22•Onsite

About The Position

The Office Administrator provides general office support, with a variety of administrative and communications related tasks so that all advisory team members can effectively execute on roles in client financial advisory relationships. The Office Administrator can expect to focus in the following areas: General Office Duties: Greet and communicate with clients and guests in a professional, friendly, and hospitable manner; answer telephones and direct callers to appropriate member of the firm. Manage incoming and outgoing mail, including large scale mailings. Maintain kitchen area, stock refrigerator, and order meals for working lunches. Ensure conference rooms are ready for meetings. Maintain electronic filing system; Scan, fax, and file, as needed. Maintain office supplies and equipment. Confirm or schedule meetings for advisors, as needed. Marketing and Communications: Coordinate distribution of marketing materials, including quarterly team newsletter. Lead the logistics/planning and execution of company events. Manage and implement client appreciation efforts. Prepare correspondence (letters, memoranda, etc.) to clients as requested by the Advisors. Business Operations: Prepare client engagement agreements, deposit checks when applicable, and assist with new hire set up and onboarding. Assist the team with a variety of operational tasks, such as data maintenance, reporting, and document management, as needed. Attend team meetings as required. Complete special projects as assigned.

Requirements

Self-confidence, personal integrity, and an understanding of fiduciary responsibility
Excellent verbal and written communication skills, and exceptional interpersonal communication skills
A team player, with strong leadership skills and ability to multi-task and manage time effectively
2 years of relevant service-oriented experience and/or training, or equivalent combination of education and experience
Ability to work independently on assigned tasks as well as to accept direction on given assignments; demonstrates initiative
Sound organizational skills and strong personal computer skills (MS Office Suite)
Applicants must be authorized to work for any employer in the U.S.

Responsibilities

Greet and communicate with clients and guests in a professional, friendly, and hospitable manner
Answer telephones and direct callers to appropriate member of the firm
Manage incoming and outgoing mail, including large scale mailings
Maintain kitchen area, stock refrigerator, and order meals for working lunches
Ensure conference rooms are ready for meetings
Maintain electronic filing system; Scan, fax, and file, as needed
Maintain office supplies and equipment
Confirm or schedule meetings for advisors, as needed
Coordinate distribution of marketing materials, including quarterly team newsletter
Lead the logistics/planning and execution of company events
Manage and implement client appreciation efforts
Prepare correspondence (letters, memoranda, etc.) to clients as requested by the Advisors
Prepare client engagement agreements
Deposit checks when applicable
Assist with new hire set up and onboarding
Assist the team with a variety of operational tasks, such as data maintenance, reporting, and document management, as needed
Attend team meetings as required
Complete special projects as assigned