Office Services Associate
Cetera Financial Group•Lafayette, LA
•Onsite
About The Position
The Office Services Associate serves as the first impression for visitors, prospects, clients, and team members. This role helps create a welcoming environment and keeps the office running efficiently by supporting visitors, managing office operations, coordinating meetings and events, and maintaining office spaces and supplies.
Requirements
- High school diploma or equivalent.
- At least 1 year of experience in an administrative or office support role, or at least 2 years of experience in a customer service role.
- Excellent verbal and written communication skills.
- Strong organizational and time management abilities.
- Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint, and basic office equipment.
- Ability to multitask and prioritize in a fast-paced environment.
- Professional demeanor and customer service orientation.
- Attention to detail and problem-solving skills.
- Ability to work independently and collaboratively with cross-functional teams.
- Experience coordinating meetings and events and managing office supplies and vendors.
Nice To Haves
- Familiarity with budgeting and invoice tracking.
Responsibilities
- Answer incoming phone calls professionally and direct inquiries appropriately.
- Create a welcoming environment for clients and team members, treating every touchpoint as an opportunity to exceed expectations.
- Manage office events and meetings, including assigning and preparing conference rooms, ordering lunches, and planning and executing team member events.
- Prepare outgoing and overnight mail, and collect and distribute incoming mail.
- Prepare and deliver Wealth Management Review documentation.
- Keep all office areas operational, clean, organized, and ready for guests and team member use.
- Act as a liaison for the Property Management firm; schedule onsite maintenance and proactively identify and report areas of concern.
- Collaborate with internal Cetera teams, including Office Services.
- Manage vendor relationships, contracts, and invoices.
- Schedule office equipment maintenance or replacement as needed.
- Plan and coordinate team member and client gifts and swag.
- Manage office and kitchen inventory, including invoice and budget tracking.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
