What are the responsibilities and job description for the Administrative Assistant position at SEQUOIA FINANCIAL GROUP?
Description
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 Berwyn office, contributing to the overall operational success of the team
Responsibilities
This position will support a team of professionals in Berwyn, PA. 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
- 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
- Soft Dollar Invoicing
Operation & Support
- Document Delivery
- Point of contact for Chicago Clearing
Requirements
Required Skills/Experience
- Minimum 1-2 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
