Office Support Specialist

Focus Financial Partners•Lincoln, NE

5d•$22 - $22•Onsite

About The Position

Focus Partners Wealth is seeking a Office Support Specialist. As a member of the Office & Administrative Support team, this role plays a critical role in delivering an unparalleled client experience and advancing the mission of our business: to design, build, and protect financial lives. Working in tandem with our other office departments, the Office Support Specialist will be instrumental in creating a welcoming atmosphere for clients and associates alike, greeting them with a warm smile, a spirit of care, and providing support through a variety of administrative and office management functions for their designated advisory team. This role is in in office five days a week from 9am - 3pm (30 hours per week).

Requirements

High School/GED required, college attendance is helpful (may be substituted in lieu of direct work experience)
At least 2 years’ experience on a Client Service, Hospitality, or Reception/Office Support team
Competency with Microsoft applications (Word, Excel, TEAMS, and Outlook)
Experience using customer relationship management (CRM) software and online shipping services
Hands on experience with office equipment (understanding connectivity and use of printers, scanners, phone systems, and postage machines)

Responsibilities

Presence in the office – being physically present in the assigned office on most business days
Managing the phone system - answering inbound calls, taking messages, and responding to voicemails
Managing mailing and shipping for all office locations - distributing daily mail, shipping packages, scanning/printing, and coordinating outgoing packages with mail and shipping vendors
Maintaining the appearance and functionality of shared spaces – submitting requests to the team when conference rooms, break rooms, patios, and other public spaces require maintenance; ensuring that every space is safe, clean, and inviting.
Providing concierge services to advisory team in supporting clients and/or inhouse events – ordering meals, making reservations, calling for taxi/car service, etc.
Utilizing FreshService and Salesforce systems for task management – providing administrative support to designated location’s advisory team, including assisting with one time and/or recurring special projects; ensuring our associates understand how to use FreshService and Salesforce to submit requests and monitor progress; maintaining service level standards
Onsite event support – assisting the Client Experience team in delivering internal and client events; preparing materials and providing onsite support as needed