Office Services Associate
Key Skills for This Role
Full Job Posting
Responsibilities
- Answer incoming phone calls professionally and direct inquiries appropriately
- Create a welcoming environment for clients and team members; treat every touchpoint as an
- opportunity to exceed expectations
- Manage all office events and meetings, including assigning and preparing conference rooms,
- ordering lunches, and planning/executing team member events
- Prepare outgoing and overnight mail; collect and distribute incoming mail
- Prepare and deliver Wealth Management Review documentation
- Ensure all office areas are operational, clean, organized, and ready for guests and team member
- use at all times
- Act as liaison for Property Management firm; schedule onsite maintenance and proactively
- identify/report areas of concern
- Collaborate with internal Cetera teams; Office Services, etc.
- Mange vendor relationships and contract/invoices
- Schedule office equipment maintenance or replacement as needed
- Plan and coordinate team member and client gifts and swag
- Manage all office and kitchen inventory, including invoice and budget tracking
Required Qualifications
- High school diploma or equivalent
- 2+ years of experience in an administrative, office support or customer service role
- Excellent verbal and written communication skills
- Strong organizational and time management abilities
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and basic office
- equipment
- Ability to multitask and prioritize in a fast-paced environment
- Professional demeanor and customer service orientation
- Attention to detail and problem-solving skills
- Ability to work independently and collaboratively with cross-functional teams
- Experience coordinating meetings, events, and managing office supplies and vendors
- Familiarity with budgeting and invoice tracking is a plus
- #LI-Onsite
Preferred Qualifications
- Familiarity with budgeting and invoice tracking is a plus
About Cetera Financial Group Inc
Private U.S. wealth-management network that supports independent financial advisors, financial institutions, tax professionals, and their clients.
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