What are the responsibilities and job description for the Administrative Assistant (Part-Time) position at Sequoia Financial Group LLC?

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose : to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are :

Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary of the position

The Administrative Assistant is responsible for a wide range of tasks, including managing correspondence, scheduling meetings, organizing files, and handling various clerical duties. This role also involves taking on operational responsibilities such as overseeing coordinating internal processes to ensure smooth operations. The Administrative Assistant acts as the first point of contact for clients and visitors, ensuring a professional and welcoming atmosphere. With excellent organizational skills and attention to detail, the Administrative Assistant will help maintain the efficiency and effectiveness of the Columbus office, contributing to the overall operational success of the team.

Responsibilities

This position will support a team of professionals in Columbus, OH. Responsibilities to include but not limited to :

Ordering / mailing of client gifts

Prepare prospect packets for meetings and events

Handle all outbound and inbound packages and mail, scanning documents as needed.

Check processing

Forwarding of incoming faxes and client files

Maintaining and organizing employee common areas including ordering office supplies and beverages

Forwarding incoming invoices-office supplies, shredding

Greeting clients and guests as they enter the office

Firm wide support of inbound calls

Provide back up support for other Admins when out of the office

Prepare for client meetings and internal office meeting agenda preparation

Helping with items needing printing / binding in office

Handling of calling for service on office items, printer, office space servicing, shredding, water

Processing of Quarterly Tax payments

Preparing offices / desks for onboarding employees

Booking / organizing of client events and internal team events, e.g. volunteer events, employee engagement events, client appreciation, holiday party, etc.

Research and book travel for employees for travel and transportation as needed

Travel coordination

Coordinating internal meeting and client event logistics

Organizing information regarding business opportunities

Requirements

Required Skills / Experience

Minimum 2-3 years of administrative and / or customer service related experience

Preferred Skills / Experience

Experience with Salesforce and Outlook

Experience working in a professional office setting

Competencies

Motivated individual who is a self-starter and has demonstrated ability to learn new technology and processes

Excellent customer service skills verbal and written

Must be willing to work in a fast-paced environment alongside colleagues to reach a common goal

Detail Oriented

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Administrative Assistant (Part-Time)

What are the responsibilities and job description for the Administrative Assistant (Part-Time) position at Sequoia Financial Group LLC?

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