Office Operations Associate – Wealth Management

Beacon Pointe; Fort Lauderdale (FL); On-site; USD 42,000 - 65,000; Full time

Job summary

Beacon Pointe Advisors in Fort Lauderdale, FL is seeking an Office Management Associate to support daily operations and office administration. The role involves coordinating client meetings, managing communications, and assisting partners with travel and events.

You will handle front desk tasks, CRM data entry, reporting, and collaboration with marketing/compliance to keep materials current. A four-year degree and strong organizational skills are required to thrive in our fast-paced,

Qualifications

• Four-year college degree or equivalent experience required.
• Excellent interpersonal and verbal/written skills.
• Strong commitment to detail with excellent organization and prioritization skills.
• Proven ability to work in a fast-paced environment, evolving work environment and able to multi-task.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

Responsibilities

• Answering incoming calls and directing them as needed; ownership of voice mailbox and messages.
• Scheduling/confirming all Client Meetings.
• Preparing for client meetings by setting up rooms and catering to requests.
• Handling mail, faxes, and office equipment; daily package drop-off as needed.
• Administrative tasks as directed by partners; travel arrangements and meeting coordination.
• Ordering food/beverages for meetings and occasional pickup/delivery.
• Maintaining office supplies and keeping common areas tidy.
• Communicating with building management about work orders and access.
• Updating client information in CRM and generating reports.
• Delivering client/prospect communications and BP-wide emails.
• Coordinating and owning events such as holidays and client activities.
• Serving as local office marketing point person and coordinating with HQ marketing/compliance.
• Assisting with general administrative duties and firm initiatives.

Skills

Interpersonal skills

Verbal/written communication

Detail orientation

Organization & prioritization

Multi-tasking

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Beacon Pointe Advisors in Fort Lauderdale, FL is seeking an Office Management Associate to support daily operations and office administration. The role involves coordinating client meetings, managing communications, and assisting partners with travel and events.

You will handle front desk tasks, CRM data entry, reporting, and collaboration with marketing/compliance to keep materials current. A four-year degree and strong organizational skills are required to thrive in our fast-paced,