Financial services company specializes in creating investment solutions including fiduciary services, personalized portfolio programs, IRA & HSA solutions, and enterprise technology.
Roles and Responsibilities:
- Oversee the general upkeep and appearance of the office, including coordinating with cleaning and maintenance vendors.
- Maintain office supplies inventory by anticipating needs, placing orders, and managing vendor relationships.
- Greet visitors, manage phone lines, and handle mail distribution in a professional and friendly manner (including FedEx drop-off)
- Maintain, organize, and order new office supplies and coordinate maintenance of office equipment
- Assist in organizing office meetings, events, and other team activities, both virtual and in-person.
- Organize and send marketing materials and merch for Sales events
- Respond to and resolve administrative inquiries and questions
- Support the Human Resource department as necessary by working with expense reports
- Performs other related duties as assigned
Qualifications:
- High school diploma or equivalent required
- Minimum of 3 years of experience in office coordination or administration.
Required Skill and Abilities:
- Excellent verbal and written communication skills
- Excellent organizational skills and attention to detail
- Effective time management skills with proven ability to manage multiple tasks and projects simultaneously
- Always display a high level of professionalism