Wealth Management Office Administrator

Summit Financial Strategies, Inc.; Columbus (OH); Hybrid; USD 40,000 - 52,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Bonus after 1 year

Job summary

Summit Financial Strategies, Inc. seeks an Office Administrator to support daily operations and staff across our Columbus, Ohio office.

You will help manage client data, coordinate firm-wide calendars, monitor office supplies, assist with monthly billing, and act as a reliable point of contact for employees and clients alike. Ideal candidates hold a Bachelor’s or Associate degree, are proficient with Word, Excel, Outlook, and CRM software, and demonstrate strong written and verbal communication,

Qualifications

• Bachelor’s or Associates Degree from an accredited college or university.
• Proficiency with Microsoft Word, Excel, and Outlook.
• Experience with CRM software.
• Problem-solving ability, thoroughness, cautiousness, attention to detail.
• Strong written and verbal communication skills.
• Team player, professional, respectful in interactions with associates and clients.
• Takes initiative to research and resolve issues.
• Strict confidentiality of clients’ information is a must.
• Demonstrated ability to work independently, meet deadlines, and proactively address opportunities and needs.

Responsibilities

• Support the receptionist in their absence.
• Monitor and order office supplies.
• Enter and maintain client data.
• Communicate with building maintenance.
• Assist with monthly client billing.
• Manage firm-wide calendars.
• Deliver and track new client correspondence.
• Onboard new clients.
• Review Employment Manual.
• Support the long-term strategic plan and vision of the firm.
• Adhere to firm’s Core Values, Ground Rules, and Mission Statement.
• Utilize skillset on one of our firm’s committees.
• Be viewed as a team player by associates.
• Treat all associates with a high level of respect.

Skills

Problem-solving

Attention to detail

Written communication

Verbal communication

Team player

Initiative

Confidentiality

Independence

Deadline driven

Education

Bachelor’s or Associate degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

CRM software

Job description

Summit Financial Strategies, Inc. seeks an Office Administrator to support daily operations and staff across our Columbus, Ohio office.

You will help manage client data, coordinate firm-wide calendars, monitor office supplies, assist with monthly billing, and act as a reliable point of contact for employees and clients alike. Ideal candidates hold a Bachelor’s or Associate degree, are proficient with Word, Excel, Outlook, and CRM software, and demonstrate strong written and verbal communication,