Office Administrator

$60,000 - $60,000/Yr

The Colony Group - Scottsdale, AZ

Full-time

Hybrid - Scottsdale, AZ

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Office Administrator at The Colony Group plays a crucial role in managing the reception and administrative functions of the office. This position is designed for a motivated individual who will support the local advisory team and investment professionals, ensuring smooth operations and excellent client interactions. The role emphasizes organization, attention to detail, and the ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Managing the reception function of the office, including answering and directing calls, greeting clients and visitors, and managing mail and fax communications.
• Ordering supplies and maintaining an updated inventory, ensuring supply areas are organized.
• Scheduling conference room usage and keeping rooms clean and neat at all times.
• Supporting the local advisory team and investment professionals on client matters.
• Providing administrative assistance, including planning travel for team leads.
• Managing day-to-day interactions with vendors and troubleshooting equipment failures and maintenance.
• Maintaining company databases and technology, including CRM and document management systems.
• Preparing internal presentation materials as needed, such as pipeline reports and PowerPoint presentations.
• Managing local client communications, including emails and book deliveries, and coordinating the office's Giftology program.
• Managing documents in DocuSign.

Requirements

• A minimum of 2 years administrative experience in financial or professional services.
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
• Notable attention to detail and outstanding time management and organizational skills.
• Ability to work in a fast-paced environment and juggle multiple tasks and demands.
• Basic understanding of financial services.

Benefits

• Competitive salary range of $55-60k.
• Opportunities for career development and growth within a collaborative culture.
• Focus on physical and mental wellness of employees.