Office Support Specialist

Focus Partners Wealth • Lincoln, NE

11d • $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).
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

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

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED