This client-facing Administrative Assistant role is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associate’s clients connect with, the Administrative Assistant is instrumental in making sure clients have a positive experience that exceeds their expectations. The primary responsibilities of the Administrative Assistant are to greet all clients and guests both in-person and via telephone, sort and direct incoming communication, maintain the atmosphere, organization and orderliness of all common areas of the office and assist with various ad hoc projects and support where needed.
Responsibilities:
Greet clients and guests in-person and via phone
Set up, organize, and book conference rooms as needed
Receive, sort and forward all incoming calls, facsimiles, USPS mail and overnight shipments to in-office recipients and remote office locations
Monitor office, printing, and kitchen supplies, order as needed
Create shipping labels, schedule courier services, and provide copy support as requested by various individuals of the organization
Assist in printing and binding presentation books and materials
Regular scan and fax operations
Assist in event planning activities
Set up workstations for new associates
Providing support as needed to various business leaders
Qualifications
3+ years’ experience working in a service-oriented role within a professional environment is preferred
Skills and Knowledge
Has positive attitude, with an exceptional client service demeanor
Exceptional written and verbal communication skills
Ability to take direction from various individuals
Great organizational and multi-tasking skills
Working knowledge of Microsoft Word, Excel and Outlook
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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
EOE M/F/D/V
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