Overview
Office Management Associate Jobs in Scottsdale, Arizona, USA at Beacon Pointe Advisors
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Office Management Associate in our Scottsdale, AZ office. The ideal candidate will be responsible for assisting in all aspects for the firm’s daily operations in addition to handling general office management duties. This candidate will join a highly talented team of wealth management and client service professionals that service sophisticated, high net worth individuals and large complex institutions.
The team is responsible for providing a select group of clients with comprehensive wealth management services to include customized investment management and wealth planning services to help our clients achieve their financial goals.
Responsibilities
Answering incoming calls and appropriately directing them as needed; ownership of day/ evening voice mailbox and outgoing voice mail messages
Scheduling all Client Meetings using primarily Calendly, and also other forms ofcommunication
Helping prepare for client meetings by assembling client statements, printing/binding all deliverables and preparing the meeting rooms
Handling of incoming mail, faxes and maintenance of office equipment and business services; daily overnight package drop off as needed
Handling basic client distribution requests as directed by Client Services Manager
Administrative tasks as directed by partners of the firm; this may include travel arrangements, setting and coordinating of meeting requests and other business critical needs
Ordering of food and beverage for meetings and at times picking up/ delivering
Maintaining office supplies and reordering as needed, keeping kitchen and common areas tidy
Correspondence with building management regarding work order requests, or suite, building and parking concerns
Input and updating of client information into various internal systems including CRM (Salesforce); creating and generating reports
Delivering client/ prospect communications
Ownership of BP bulk email correspondence and Client Birthday Cards
Reviewing, editing, adding graphics, etc. to presentations, letters and other various communications
Event coordination and ownership
Holiday parties, work related happy hours, client events, team building activities, WAI events, etc.
Serve as local office marketing point person
Attend/ participate in conference calls
Collaborate with HQ marketing and compliance to ensure all marketing materials are up to date and compliant
Communicate changes and important info to advisors and staff
Ownership of ordering and maintaining office supplies through Stor Front (online portal for all BP branded specific products)
Assisting with other general administrative and office management duties as needed
Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Qualifications
Aligns with Beacon Pointe Values: FACES
Four-year college degree or equivalent professional experience
Excellent interpersonal and verbal/written skills
Must be organized, detail-oriented and able to multitask
Proven ability to work in afast-paced, evolvingwork environment
Enthusiastic demeanor and exhibits professional initiative
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.) is a must
Tech savvy mentality and ability to understand various system compo…
Title: Office Management Associate
Company: Beacon Pointe Advisors
Location: Scottsdale, Arizona, USA
Category: Administrative/Clerical, Business
