Office Administrator

4 weeks ago


Sacramento, United States Towerpoint Wealth Full time
Job DescriptionJob DescriptionOur close-knit work family at Towerpoint Wealth delivers real job satisfaction.

Towerpoint Wealth is a boutique, fully independent Registered Investment Advisory firm who has a legal fiduciary responsibility to clients, acting in their best interests 100% of the time.
Because there is no middleman involved, we are able to cultivate more direct and deeper relationships with each of our clients, colleagues, and friends, growing and nurturing what has truly become a community and family. We help our clients remove the hassle of properly coordinating all of their financial affairs, so they can live a happier life. 

The Job Opportunity:  

We are seeking a hardworking, bright, and thoughtful administrative professional to join our team as Office Administrator. The position is an integral part of the Towerpoint Wealth team, reporting directly to the Director of Operations, and requires working closely with both internal team members and external clients and visitors.

The Office Administrator should expect to work in an intellectual yet collegial environment. This is an excellent opportunity to be part of a world class organization whose values of INTEGRITY, RESULTS, INTENSITY, TRANSPARENCY, AND CREATIVITY speak to the culture of our organization.

Location:  500 Capitol Mall, Downtown Sacramento California

Status:  Full-time

Schedule:  Monday – Friday
  • 8:00 am - 4:30 pm, with some flexibility on start time
  • Some evening and weekend work required. 

Compensation:   $23.00 - $28.00 per hour (may be open to negotiation for top tier candidate)  

Our Employee Benefits Package shows how much we value our team.
 
  • Medical, Dental and Vision insurance; Towerpoint contributes a generous portion of premiums for employees and dependents.
  • Life Insurance- 100% employer paid
  • 401K program with up to 4% match
  • Generous Vacation, Sick Time, and Holiday policies

Primary responsibilities may include the following:
 
  • Present a positive first impression of Towerpoint Wealth both in office and by phone and email.
  • Provide accurate information to associates, and vendors via phone, email, and in-person.
  • Manage daily in-office reception, greeting and ensuring the comfort of all clients and office visitors.
  • Collaborate with Towerpoint Wealth staff to ensure effective office efficiency.
  • Coordinate all in-office meeting logistics and refreshments for visitors.
  • Operate and display proficiency in VOIP phone system.
  • Answer and coordinate all incoming calls with warmth and professionalism.
  • Perform as-needed clerical duties such as mailing, filing, copying.
  • Manage Excel sheets and data to provide and submit accurate and timely data to other parties.
  • Customize and prepare presentation decks for internal and external use.
  • Coordinate and plan team community service and sponsorship events.
  • Develop and maintain internal procedure documents for the Office Coordinator position.
  • Apply strategic thinking and assessment to each interaction internally and externally.
  • Coordinate and plan team building events.
  • Run errands for supplies, pick up items, etc.
  • Manage and monitor the upkeep of the office lobby, kitchen, huddle room, meeting room, and plants.
  • Coordinate and manage supply inventory and food for office.
  • Perform various office support functions

Desired QUALIFICATIONS:

Education and/or Experience
 
  • High School diploma or GED.
  • Minimum of three years of working in in a support role for a customer-oriented office environment; or an equivalent combination of education and experience.

Requirements
 
  • Strong client management skills.
  • Ability to multi-task, prioritize workload, and be committed to a high level of customer service.
  • Strong written and oral communication skills.
  • A high level of ATD (attention to detail).
  • Highly organized.
  • Solid knowledge of Microsoft Office products.
  • Knowledge of Salesforce CRM software is a plus.
  • Valid California driver’s license.

The above statements are intended to describe the general nature and level of work being performed by those assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required.  Management reserves the right to reassign and alter the job description as dictated by business necessity and evaluated reasonable accommodations.

We look forward to receiving your resume

**NO CALLS FROM STAFFING AGENCIES OR RECRUITERS PLEASE**

 

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