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Office Services Associate

Cetera Financial Group
Lafayette, USA
Full-time
Junior · 1+ years experience
Onsite
Discovered 1 weeks ago

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
  • 1+ years of experience in an administrative, office support role or 2+ years in a 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

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