Office Services Associate
Cetera Financial Group•Edina, MN
•Onsite
About The Position
The Office Services Associate is the first point of contact for visitors, prospects, clients, and team members, helping create a welcoming environment and keep the office operating efficiently. The role supports daily office operations, meeting and event coordination, facilities and vendor needs, mail handling, and office inventory and budget tracking.
Requirements
- High school diploma or equivalent.
- At least 2 years of experience in an administrative, office support, or customer service role.
- Excellent verbal and written communication skills.
- Strong organizational and time management abilities.
- Proficiency with 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 each interaction 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.
- Ensure office areas are operational, clean, organized, and ready for guests and team member use.
- Liaise with 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
Education Level
High school or GED
