Office Services Associate

Cetera • Greensboro, NC

1d

About The Position

The Office Assistant is the first impression for all visitors, prospects,
clients and team members. They play an important role in creating a welcoming
environment and keeping the office running efficiently.

Responsibilities

• Answer incoming phone calls
• Create a welcoming environment for clients and team members, treat every client and team member touchpoint as an opportunity to exceed expectations
• Manage all office events and meetings, such as assigning and preparing conference rooms order lunches, plan and execute team member events, etc.
• Prepare any outgoing and overnight mail and collect and distribute incoming mail
• Prepare and deliver Wealth Management Review documentation
• Ensure all office areas are operational, clean, organized, and ready for guests and team member use at all times
• Liaison for Property Management firm; schedule onsite maintenance as needed, proactively identify and report areas of concern
• Responsible for scheduling office equipment maintenance or replacement
• Plan and coordinate team member and client gifts and swag
• Manage all office and kitchen inventory, including invoice and budget tracking

Benefits

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed