Office Services Associate - Redwood City, United States - Ep Wealth Advisors Admin Llc
Description
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $21 billion in AUM as of December 31st, 2023, serving predominately high net worth individuals.
EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
This is an onsite hourly position from $24 - $26 an hour.
Duties and Responsibilities
- Provide concierge level service to clients and prospects including front office reception, confirmation of appointments, meeting preparation, and managing office calendar
- Partner directly with client relationship support, wealth advisory, and operations teams in meeting client needs, including the preparation of custodian paperwork, communication with clients, and assisting with client servicerelated activities
- Track and document tasks and activities in CRM and other internal systems, ensuring notes are input in a timely and compliant manner
- Works with regional head to identify office specific issues and recommend solutions as well as execute sound judgment in resolving administrative matters
- Ensure facilities needs are adequately met; partner with internal and/or external partners to address any deficiencies
- Coordinate and participate in office and/or or firm initiatives, projects, and other department specific initiatives as needed
- Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
- Perform additional functions, duties and specific tasks of a similar nature and scope as necessary to support the client service departmental objectives
- Bachelor's degree preferred (preferably Business Administration, Finance, or related)
- Excellent written and verbal communication skills
- Demonstrated interpersonal skills with the ability to work well within a teambased, collaborative environment
- Strong organization and attention to detail are essential with the ability to prioritize and multitask effectively in a fastpaced environment
- Demonstrated proficiency using Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments.
These include options designed to encourage employee's health, happiness, and financial well-being.- 11 Paid Holidays
- 3 Weeks (PTO)
- Paid Volunteer Time
- Flexible Work Schedule
- Highly subsidized Health, Dental, and Vision Plans
- 401k Retirement Account with company match contributions
- Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Employee Financial Education
- Employee Educational Expense Reimbursement
- Employee Charitable Donations
- Employee Referral Incentives
- Employee Team Building Activities
- Employee Assistance Program
- Complimentary Food and Snacks
- Mentorship Program
- Masterclass Membership
Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
