What are the responsibilities and job description for the Front Office Coordinator- Career Growth in Wealth Management position at True North Advisors?
Are you a motivated, detail-oriented individual with a positive attitude, looking for an entry-level role that could lead to a rewarding career in Wealth Management?
If so, we need you! True North Advisors is currently hiring an Office Coordinator/Receptionist. True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients.
This role is the smiling face at the front desk who greets visitors when they arrive, answers incoming calls, and provides supplies, information, and administrative support to the broader team so we can provide the best possible service for our clients. This role also provides assistance with client and team event planning and other marketing-related tasks.
Responsibilities include:
- Answer phones and manage phone system
- Greet clients/guests and get them set up in conference rooms
- Open/close office each day (following a daily checklist)
- Manage the conference room scheduling throughout the day
- Keep conference rooms, work room and break rooms organized and clean
- Order in-office lunches and setup lunch service, according to protocols
- Collect, sort and distribute mail to the team
- Schedule and confirm meetings for advisors, as requested
- Order office supplies and refreshments, and manage spending per the budget in these areas
- Schedule repairs/maintenance for the office space, when necessary
- Serve as main point of contact for vendors who provide office services, as well as the building management
- Assist with client and employee party planning, as needed
- Send client gifts, per the gift request forms submitted, and log gifts in Compliance 11 program
- Help prepare the PowerPoint presentation for monthly team meetings
- Order printed materials (business cards, letterhead, cards, etc.)
- Other opportunities to support the office as needed
- Must consent to and have favorable credit report and background check
Required Education & Experience:
- Bachelor’s degree in business or related field is required
- Two years of relevant experience is preferred
- Strong Outlook, PowerPoint, Word and Excel skills
- Ability to maintain extreme confidentiality when dealing with client matters
- Ability to exude the True North Values!
Benefits & Perks:
- Competitive Base and Bonus
- 15 days of Paid Time Off for new employees; increases to 18 days in second year and increases from there per a schedule
- 401(k) with employer contribution
- Volunteer Days Off
- Free Financial Planning services for employees and their spouses
- Lunch & Learns, which include outside speakers or other educational events for employees
- Fun and energetic work environment!
Background:
With wealth comes responsibility. As a respected, established, independent wealth management firm, True North Advisors is founded upon the principle of stewardship – the careful and responsible management of clients' financial assets to reach their goals now and in the future.
Clients can rest confidently that their advisor is looking out for their interests because he or she has taken the time to really get to know the client and their life goals. Clients can enjoy peace of mind knowing their custom fit financial plan is in place and is being carefully implemented. With that plan, clients can exercise financial discipline to handle emotions that could lead to costly mistakes. Clients have a clear guide to navigating the changing economic and market environment during their journey and to making sense of all the deluge of information coming at them. They have their True North.
True North was founded in 2000 with the vision of providing clients with a dramatically better service and wealth management experience than available at large brokers. The founders envisioned a firm and a team of people that would get up every day excited to help people achieve their financial life goals. They envisioned a firm that would be the best at what it does, a place that clients felt comfortable telling their friends about, and where industry professionals would vie for an opportunity to join the team. Almost fourteen years later, we are living that vision.