test

Beacon Pointe Advisors•Newport Beach, CA

About The Position

We are currently seeking a qualified candidate to join Beacon Pointe Advisors as an Office Manager in our _______ office. The ideal candidate will be responsible for assisting in all aspects for the firm’s daily operations in addition to handling general office management duties. This candidate will join a highly talented team of wealth management and client service professionals that service sophisticated, high net worth individuals. The team is responsible for providing a select group of clients with comprehensive wealth management services to include customized investment management and wealth planning services to help our clients achieve their financial goals.

Requirements

Four-year college degree or equivalent professional experience
Excellent interpersonal and verbal/written skills
Must be organized, detail-oriented and able to multitask
Proven ability to work in a fast-paced, evolving work environment
Enthusiastic demeanor and exhibits professional initiative
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.) is a must.
A tech savvy mentality and ability to understand various system components (Zoom, Salesforce, Calendly, Microsoft Office applications, hardware and software).

Nice To Haves

Proficiency of QuickBooks is a plus.

Responsibilities

Perform administrative tasks as directed by partners/managing directors of the firm; this may include travel arrangements, setting and coordinating of meeting requests and other business needs
Coordinate client review meeting reminders for wealth advisors
Communicate and update various procedures to office personnel
Communicate changes and important info to advisors and staff
Assist office personnel with computer hardware and software needs along with the assistance of home office IT professionals
Supervise & assist client services associates and receptionist to ensure office runs smoothly
Serve as local office marketing point person with Beacon Pointe headquarters for various client and prospective client events and presentations
Attend/ participate in conference calls
Collaborate with HQ marketing and compliance to ensure all marketing materials are up to date and compliant
Review, edit, add graphics, etc. to presentations, letters and other various marketing communications for clients and prospective clients
Coordinate events such as holiday parties, work related happy hours, client events, prospective client events, team building activities, etc.
Coordinate and collaborate with the office partners on special projects
Correspond with managing directors regarding work order requests for office building
Input and update client information in various internal systems including CRM (Salesforce); create and generate reports as needed
Perform bookkeeping operations for the Fort Worth office
Assist with other general administrative and office management duties as needed
Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.