Your Role - Office Coordination:

• Oversee daily office operations, including managing reception duties, greeting clients, and coordinating conference room schedules.
• Maintain a clean, organized work environment and manage office supplies, mail distribution, and deliveries.
• Assist with event coordination and support new hire setups.

Your Role - Client Service Support:

• Provide administrative support to the advisory team by working closely with CAO to assist client onboarding, documentation, and ongoing client maintenance tasks.
• Maintain accurate client and prospective client data in the CRM (Salesforce) and ensure records are up to date.
• Assist with post-meeting follow-up tasks, including preparing necessary documents and coordinating next steps.
• Handle basic financial requests such as capital calls, distributions, and asset transfers.
• Assist with client-related projects, including special touchpoints like anniversaries, thank-you notes, and gifts.
• Support quality control efforts by reviewing client paperwork and documentation to mitigate errors.

Your Role - Executive Assistance:

• Provide versatile administrative support to senior team members, including managing calendars, scheduling meetings, and coordinating travel arrangements.
• Prepare materials for meetings, take detailed notes, and ensure follow-up on action items.
• Assist with internal communications and manage incoming/outgoing correspondence on behalf of senior leaders.
• Track and communicate key metrics and follow up on team requests to ensure timely completion.

Your Experience:

• 1 - 3 years of experience in an administrative role, experience in the financial services industry is preferred.
• Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred
• Self-motivated and takes pride in providing exceptional support to clients and the team
• Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus
• Expected to learn other position-related systems on the job
• This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.

Compensation:

• Pay: $55,000 - 65,000 per year


• Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.