What are the responsibilities and job description for the OFFICE & ADMINISTRATIVE SUPPORT ASSOCIATE position at The Colony Group?
OFFICE & ADMINISTRATIVE SUPPORT ASSOCIATE
Fairfax, VA & Middleburg, VA
Asan Office & Administrative Support Associate (OASA) youplay a critical role in delivering an unparalleled client experience.
Workingin tandem with our Client Services, Facilities, Supplies, SalesForce, Marketing,Meetings / Events, Compliance, and Client Experienceteams, OASA is instrumental in creating awelcoming atmosphere for clients and associates alike, greeting themwith a warm smile, a spirit of care, and helping with a varietyof administrative and office support for client meetings and functions forevents and marketing.
Thisposition will support both our Fairfax & Middleburg offices. This is an in-officeposition Monday - Friday.
PrimaryResponsibilities
- Managing the phone system - answering inbound calls and voicemails. Calling and emailing clients each week to confirm appointments.
- Assisting the advisory team with administrative tasks from preparing materials for client meetings, writing monthly general client communications.
- Coordinating and submitting expense reports via Concur for wealth advisors.
- Managing office administration : preparing client communications and packages via USPS & FedEx, scanning / printing / electronic filing of client documentation using standardized Focus Partners filing procedures, distributing daily mail, and coordinating with mail and shipping vendors for deliveries / returns.
- Maintaining the appearance and functionality of shared spaces - submitting requests to the Facilities / Real Estate team when conference rooms, break rooms, patios, and other public spaces require maintenance; ensuring that every space is safe, clean, and inviting.
- Providing concierge services - greeting guests and serving refreshments, ordering meals, making reservations, calling for transportation services. Ordering and tracking client gifts for special milestones, assisting with one-off client events / gatherings.
- Overseeing the inventory of Focus Partners collateral materials including stationery, marketing materials, order and restock office and breakroom supplies.
- Liaison to vendors for office signage, document shredding, building management / maintenance, office supplies, equipment service / repair.
- Utilize FreshService and Salesforce systems for task management.
- Attain certification as a notary for the office.
Qualifications
About Focus Financial Partners
Focus is a leading partnership of fiduciary wealthmanagement and related financial services firms. Focus provides access to bestpractices, greater resources, and continuity planning for its affiliatedadvisory firms, which serve individuals, families, employers, and institutionswith comprehensive financial services. Focus firms and their clients benefitfrom the solutions, synergies, scale, economics, and best practices offered byFocus to achieve their business objectives. For more information about Focus,please visit www.focusfinancialpartners.com.
Theannualized base pay range for this role is expected to be between $57,000 / year - $60,000 / year. Actualbase pay could vary based on factors including but not limited to experience,subject matter expertise, geographic location where work will be performed andthe applicant's skill set. The base payis just one component of the total compensation package for employees. Other reward may include an annual cash bonusand a comprehensive benefits package.
Salary : $57,000 - $60,000
