- Health Insurance (75% paid by firm)
- Dental & Vision Insurance (100% paid by firm)
- 401K with matching
- Long - and short-term Disability (100% paid by firm)
- Vacation/
- Opportunity to obtain licenses/certifications to further benefit the firm and your role.
- Integrated Advice
- Simplicity
- Answer phones
- Greet clients
- Handle incoming and outgoing mail, UPS, & FedEx
- Manage incoming and outgoing faxes
- Schedule client appointments with Calendly
- Mail/Order birthday & special occasion cards/gifts for clients
- Manage birthdays/work anniversaries for team and outside advisors
- Coordinate team lunches; assist in planning team building events
- Maintenance and scheduling of conference rooms
- Maintain organized lobby, copy room, reception and kitchen areas
- Filing
- Reset client passwords
- Work with Partners' Executive Assistants, as needed
- Prepare weekly team meeting reports
- Mail payments
- Coordinate and communicate housekeeping needs
- Inventory and order office supplies and stationary
- Assist onboarding new employees
- Take on other tasks, as necessary
- Minimum three (3) years of experience as a receptionist and/or office manager.
- Proficient in Microsoft Office
- Quick and agile in learning new technologies and software
- Excellent written and verbal communication skills.
- Financial services experience a plus.
- Gracious team member.
- Consistently demonstrates solid understanding of priorities; maintains focus and sense of urgency, while upholding respect for others.
- Work independently with minimal guidance, as well as part of a collaborative team and assume additional responsibilities as required.
- Demonstrate professionalism, maintains a polished demeanor, and positive attitude.
- Adapts well to changing plans and priorities, comfortable dealing with ambiguity.
- Maintains strict confidentiality standards, absolute discretion, and appropriate handling of highly sensitive information.
- Proactive attitude with the ability to be adaptable in changing situations and willingness to help.
- Superb organizational skills with an attention to detail.
- Energetic attitude and willingness to go above and beyond to get things done.
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Office Operations Specialist - Clearwater, United States - Csenge
3 weeks ago
Description
Csenge Advisory Group$3B AUM Wealth Management Firm looking for an Experienced
Office Operations Specialist - Receptionist
Clearwater, FL
Compensation & Benefits:
Depending on your experience and performance record, base pay range: $50,000/year, along with potential for performance-based bonuses
We also offer:
Who we are:
Csenge Advisory Group was founded in 1999 by a team of experienced advisors and Certified Financial PlannerTM professionals with a unique vision in mind: to take financial planning and investment management to a higher standard of excellence.
As an independent firm, we are dedicated to providing truly objective advice to our clients, and we pride ourselves on fostering relationships based on trust, unparalleled service, and integrity.
Through our team's commitment to upholding the highest ethical and professional standards, we can provide independent advice tailored to our clients' needs.
Our reputation has been built on three core pillars:
Client Understanding
Office Operations Specialist's schedule and location: You will be located at our office in Clearwater, FL., and will have a schedule of Monday-Friday 8am to 5pm.
Your Mission as Office Operations Specialist:
The Office Operations Specialist oversees and manages the big picture and details to running the office efficiently through reception and office management.
This person is detail oriented, well-organized, able to efficiently multi-task, has impeccable prioritization skills, can handle a wide range of administrative tasks, and quickly learn to navigate new systems.
This position requires intelligence, strategic thinking, superior problem-solving skills, and the understanding everything is to remain confidential.Your Duties & Responsibilities include:
Required experience and qualifications:
Required personality and behavioral characteristics:
