What are the responsibilities and job description for the Office/Operations Coordinator position at Strongpoint Partners?

Who we are :

Strongpoint Partners is an Inc. 5000 recognized fast-growing, tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Strongpoint's suite of services prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group, and Karel-Gordon & Associates, Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone.

The Operations Coordinator ensures the smooth, effective and efficient day-to-day operations of one of our Strongpoint Partners. The Operations Coordinator is responsible for a variety of general administrative responsibilities as well as providing a welcoming environment for employees and guests.

What you'll do :

Administrative / Accounting Management

Post journal entries and assist with the maintenance of the general ledger
Approve operational invoices (Rent, FedEx, water machine, coffee).
Process and manage accounts receivable (customer payments, invoices).
Reconcile bank statements
Prepare and edit correspondence, communications, presentations and other documents with information provided.
Manage company's online presence, website and social media
Manage vendor compliance and other required documents (collect proof of insurance annually).
Oversee general office communications.
Schedule staff meetings : order food, assist in the preparation / distribution of meeting agendas, materials and assist with computer and A / V equipment (when needed).
Maintain confidential and sensitive information.
Maintain and update all Manuals and Standard Operating Procedures.
Coordinate, schedule and assist with committee meetings, including creating briefing packets and PowerPoint presentations
Perform other duties as assigned.

Operations Management

Maintain and manage vendor relationships (copier, food service, property manager, etc.); evaluate potential vendors and compare pricing when necessary.

Arrange repairs of equipment, as necessary.

Manage inventory for office and kitchen supplies.

Manage multiple conference room calendars and provide support for meetings, including (virtual and in-person) room set-up and breakdown (including ordering food), as well as the setup of video conferencing and teleconferencing equipment as needed.

Prepare and manage marketing materials for in-person and virtual conferences.

IT Liaison

Coordinate new hire computer setup.

Partner with MSP on day to day troubleshooting and tasks.

Point of contact for all hardware related issues (A / V equipment, printers, laptops, phones, etc.)

Who you are :

High School diploma, associate or bachelor's degree, preferred.

Three to five years of progressive administrative experience, including office management, preferably in the nonprofit, banking or real estate sectors.

Proven advanced software skills in Microsoft Office, including Excel, Word, PowerPoint and Adobe Acrobat Pro

Strong communication skills.

Strong organizational skills and the ability to multitask and prioritize daily workload.

Strong interpersonal skills to interact positively with all employees, board members and guests.

Excellent writing, grammatical, and proofreading skills required.

Demonstrated project management, time management and problem-solving abilities.

Ability to work independently as well as within a team-oriented, fast-paced environment with rapidly changing priorities.

Strong focus on ethics and integrity; dealing appropriately with sensitive and confidential information.

Our Value-Driven Employee Experience :

Flexible Workplace

Competitive PTO

Inclusive Environment

Development Opportunities

Comprehensive Benefits

Workplace Perks

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Office/Operations Coordinator

What are the responsibilities and job description for the Office/Operations Coordinator position at Strongpoint Partners?

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