Office Coordinator

3 weeks ago


Madison, United States WestPoint Financial Group Part time $20 - $23
Job DescriptionJob Description

Triumph Wealth Management is seeking a Part-Time Office Coordinator to join their office in Madison, Wisconsin. WestPoint Financial Group is assisting with the sourcing of this role.

The ideal candidate will be detail-oriented, proactive, and a self-starter - someone who can easily identify areas where they can make an impact. The successful candidate must be organized, collaboration-minded, and considered highly communicative, exhibiting strong interpersonal skills.

This position is responsible for front office operations, including reception, and operates in the office Monday through Thursday, 8:30 am - 3:00 pm, and Fridays, 8:30 am - 2:00 pm.

Responsibilities:

Reception

  • Greet and announce visitors in a friendly, welcoming manner
  • Answer incoming calls and direct to appropriate party
  • Manage advisor's calendar and schedule client meetings
  • Manage client events

Office

  • Open and close the office at stated business hours
  • Sort and Distribute incoming mail including US mail, UPS, and FedEx
  • Sign for, receive, and distribute packages delivered
  • Maintain office machinery and supplies including postage meter, photocopier, and other office machines
  • Maintain office and schedule conference rooms as needed
  • Establish building access for new advisors, assistants and guests
  • Provide telephone and voicemail training to new personnel
  • Notify building management of maintenance requests
  • Assist with vendor management
  • Ensure day to day operations are prioritized according to client and advisor needs and deadlines
  • Responsibilities may be added at the manager’s discretion

Position Requirements:

  • High school diploma or equivalent
  • Associate or Bachelor's degree, preferred
  • Proficient in Microsoft Office Suite
  • Excellent telephone skills
  • Strong interpersonal communication, organizational and multi-tasking skills
  • Diplomacy skills
  • Must be detail-oriented and proactive
  • 1+ years administrative experience
  • 1+ years insurance experience (preferred)
  • No immigration sponsorship available for this role

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