Administrative & Operations Coordinator

ADP, Inc.; Westlake (OH); On-site; USD 40,000 - 48,000; Full time

Job summary

Sequoia Financial Group in Westlake, OH seeks an Administrative Assistant to support a team with clerical duties and client-facing responsibilities. The role serves as the first point of contact for clients and visitors, ensuring a professional and welcoming atmosphere.

Responsibilities include managing correspondence, coordinating internal processes, and handling packages, mail, and event logistics. Strong organizational skills and attention to detail are essential for office efficiency and

Qualifications

• Minimum 2-3 years of administrative and/or customer service-related experience.
• Great communication skills, both verbal and written.
• Notary or willingness to become a notary public.

Responsibilities

• Ordering/mailing client gifts
• Preparing prospect packets for meetings and events
• Handling all outbound and inbound packages and mail, including scanning documents as needed
• Check processing
• Forwarding incoming faxes and client files
• Submitting building maintenance requests as needed
• Maintaining and organizing employee common areas including ordering office supplies and beverages
• Reviewing and forwarding incoming invoices (office supplies, shredding services, maintenance requests)
• Booking/organizing client and internal team events (e.g. volunteer events, employee engagement events, client appreciation, holiday party)
• Greeting clients and guests as they enter the office
• Providing Firm wide support for inbound calls
• Serving as remote back up support for other admin team members
• Helping with items needing printing/binding in office
• Handling service calls for office items, (printer, office space servicing, shredding, water, etc.)
• Preparing offices and desks for onboarding employees
• Ordering food for client and team member meetings or events, as requested
• Researching and booking employee travel and transportation, as needed
• Drive successful execution of high-priority meetings and events by anticipating needs and ensuring a high level of attention to detail
• Provide ongoing administrative support for key firm initiatives, ensuring a consistent and seamless experience for employees and clients
• Organizing information related to business opportunities

Skills

Communication

Notary

Customer service

Administrative support

Tools

Salesforce

Slack

Zoom

Outlook

Job description

Sequoia Financial Group in Westlake, OH seeks an Administrative Assistant to support a team with clerical duties and client-facing responsibilities. The role serves as the first point of contact for clients and visitors, ensuring a professional and welcoming atmosphere.

Responsibilities include managing correspondence, coordinating internal processes, and handling packages, mail, and event logistics. Strong organizational skills and attention to detail are essential for office efficiency and