Job Details

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