Administrative Assistant/Client Concierge

Position Overview: This full-time position is responsible for representing the company on the front lines, being the first line of contact with clients, partners and guests. Your strong organization and communications skills will support a dynamic team and the clients they serve. We are looking for an intentional and passionate team player who possesses keen in-person, phone, and written communication skills, who takes the initiative, radiates positivity, and has a customer service mindset.

Position Compensation: $22.00 - $26.00/hourly DOE

Client Concierge

·        Welcome clients, greet vendors and visitors.

·        Answer, screen and transfer inbound phone calls.

·        Procure and send client gifts according to momentous life events.

·        Oversee advisor calendars and monitor client meeting schedule/conference room reservations.

·        Ensure office is always presentable for clients.

·        Confirm and communicate with clients about upcoming meetings.

·        Deliver the firm’s client experience in every interaction with clients and visitors.

Administrative Assistant Support

·        Manage vendor relations (phone and internet provider, office supplies, etc.).

·        Maintain office supply inventories including firm stationery, postage, business cards, custodian supplies, staff supplies, kitchen items, etc.

·        Handle and process daily mail: open and distribute; scan and file as needed; manage UPS shipping.

·        Assist with travel arrangements for Advisors.

·        Assist with accounts payable as directed by the Office Administration Manager (e.g., compile expense reimbursement reports, save and reconcile monthly credit card statements, save invoices).

·        Provide support with planning and execution of client and employee events.

·        Send out client communications via email and mail hard copies.

·        Maintain the office library.

·        Assist with special projects and other duties as assigned.

Qualifications

·        Associate’s degree (preferred) or equivalent work experience

·        Minimum 2 years of experience handling front desk and administrative assistant duties (required) in the financial services industry (preferred).

·        Proficiency in Microsoft Office (required); experience with CRMs (preferred).

Ideal Candidate

·        Continuously exhibits personal integrity and possesses a growth mind-set.

·        Reliable, follows through on commitments, does not shrink from new challenges.

·        Adapts communication style to connect with clients of various ages.

·        Demonstrates a commitment to accuracy by delivering high quality work.

·        Flexible team player who embraces change and new ideas with enthusiasm.

·        Thrives in a collaborative, entrepreneurial environment.

·        Uphold firm’s purpose, vision and values.

To apply, please submit your resume and a brief cover letter to info@investrw.com explaining why you’re the perfect fit for this role. 

Equal Opportunity Employer

R|W Investment Management is an Equal Opportunity Employer. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, national origin, age, disability, pregnancy, veteran status, or any other protected characteristic as outlined by federal, state, or local laws. R|W Investment Management makes hiring decisions based solely on qualifications, merit, and business needs at the time.