Office Services Associate - Atlanta, GA (Onsite Part-Time)

Summary

The Office Services Associate (OSA) is responsible for managing all administrative business and office support functions. This role is a front-line ambassador with will serve as the primary director of first impressions and support a dedicated team contributing to the satisfaction, retention and growth of client relationships. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and administrative skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.

Duties and Responsibilities

• Provide concierge level service to clients and prospects including front office reception, confirmation of appointments, meeting preparation, and managing office calendar

• Partner directly with client relationship support, wealth advisory, and operations teams in meeting client needs, including the preparation of custodian paperwork, communication with clients, and assisting with client service-related activities

• Track and document tasks and activities in CRM and other internal systems, ensuring notes are input in a timely and compliant manner

• Works with regional head to identify office specific issues and recommend solutions as well as execute sound judgment in resolving administrative matters

• Ensure facilities needs are adequately met; partner with internal and/or external partners to address any deficiencies

• Coordinate and participate in office and/or or firm initiatives, projects, and other department specific initiatives as needed

• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance

• Perform additional functions, duties and specific tasks of a similar nature and scope as necessary to support the client service departmental objectives