Office & Administrative Support Associate - Lincoln, United States - BUCKINGHAM STRATEGIC WEALTH LLC

BUCKINGHAM STRATEGIC WEALTH LLC Lincoln, United States

4 weeks ago

Description

Job Description

As a member of the Office & Administrative Support team, the Office & Administrative Support Associate (OASA) 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 Client Service, Facilities (Real Estate), Supplies/Vendors & Client Experience teams, the OASA 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 is a part time position working in office on Tuesday, Wednesday and Friday from 8am - 5pm.

Essential Job Duties and Responsibilities

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 Facilities/Real Estate 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 BSW 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
Serving as the onsite liaison for building management in conjunction with the Facilities/Real Estate team
Providing back up support for OASA staff at other locations across BSW who are on leave

Basic Qualifications

Education:
1. High School Diploma/GED
Work Experience:
1. 2 years' experience on a Client Service, Hospitality, or Reception/Office Support team
Other Qualifications:
1. Competency with Microsoft applications (Word, Excel, TEAMS, and Outlook)
2. Experience using customer relationship management (CRM) software and online shipping services
3. Hands on experience with office equipment (understanding connectivity and use of printers, scanners, phone systems, and postage machines)

Who is Buckingham Wealth Partners?

Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor's workday so they can spend more time helping clients achieve their dreams of financial prosperity.

Buckingham employs more than 600 associates in over 50 office locations nationwide.

Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core 'Passion To Do Right' and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran's status, genetic information or any class protected by applicable law or ordinance.

Buckingham's Awards & Accolades

Top Workplace in St. Louis, St. Louis Post Dispatch, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016
Top RIA Firms, Barron's, 2023, 2022, 2021, 2020, 2019, 2018, 2017
Top RIA Firms, Forbes, 2022
Top 25 RIA, Financial Advisor Magazine, 2023, 2022, 2021, 2020, 2019, 2018, 2017
Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
Top Registered Investment Advisers, Financial Times, 2020, 2019
Top Grower in Missouri in 2022, Citywire RIA
No. 6 on RIA Channel's 2021 Top 100 Wealth Managers List

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