Join to apply for the Office Administrator role at The Wealth Alliance

3 days ago Be among the first 25 applicants

Join to apply for the Office Administrator role at The Wealth Alliance

Get AI-powered advice on this job and more exclusive features.

Job Description

OFFICE ADMINISTRATOR LOCATION: MELVILLE, NY

Brief Description
The Office Administrator is responsible for managing office communications and facilitating key tasks and procedures to ensure effective and efficient operations firm-wide. They will act as the first point of contact for internal and external parties of the firm while consistently offering excellent customer service.

Responsibilities

• Directing incoming and outgoing calls, from a multi-line phone system, to appropriate parties
• Greeting all clients/visitors, ensuring guests are comfortable and connected with appropriate personnel.
• Always maintaining a positive, professional demeanor and ensuring all guests receive an outstanding impression of the firm is essential
• Managing the administrative calendar as well as calendars designated for the utilization of conference rooms
• Monitoring and ordering inventory for office, as well as break room and cleaning supplies
• Filing and organizing records, inputting invoices, and maintaining other important and confidential documentation
• Managing incoming and outgoing correspondence, including emails, faxes, mail, and express packages
• Keeps management informed and oversees building related matters including scheduling of repairs, maintenance, inspections, security, etc.
• Evaluate/Develop/Implement procedures with team members to improve office operating efficiencies
• Assist the Compliance group with various record keeping tasks
• Assist Advisory teams with ad-hoc tasks

Qualifications And Requirements

• Bachelor’s Degree is preferred
• General knowledge of office management practices and procedures
• Proficiency and experience using Microsoft Word, Excel, and Outlook
• Must be detail oriented and highly organized
• Ability to maintain privacy of confidential records, correspondence, and/or files
• Ability to work independently
• Ability to work effectively under time constraints to meet deadlines and multi-task
• Ability to work in a dynamic team environment and gets along well with others
• Must be proactive in looking for ways to assist around the office
• Must possess excellent verbal and written communication skills
• Must possess a friendly, courteous, and professional demeanor at all times
• Ability to manage one’s own time and the expectation of others
• Maintain acceptable attendance standards

Seniority level

Entry level

Employment type

Full-time

Job function

Administrative