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Front Office Administrator

4 months ago

San Diego, United States Centura Wealth Advisory Full time

Centura Wealth Advisory is seeking a Front Office Administrator to join the People & Culture team. Centura is a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families. We hire optimistic, resourceful, results-oriented, and adaptable people with the desire to help our clients, their teammates and themselves succeed.

The Front Office Administrator will take ownership of facility operations, company administration, events, and more. They will embody all things Centura as the first company representative to greet in office visitors and ensure that all those that visit Centura have an exceptional experience.

**Roles and Responsibilities**:
The key areas of responsibility include:

- Manages day-to-day office needs ensuring supplies are stocked, including kitchen/groceries, and that areas are tidy.
- Manages spending for cafeteria and general office ordering/supplies to ensure it is within company budgets.
- Greets in-office visitors by offering them a drink, checking them in and making sure that those they are meeting are notified.
- Supervises in-office visitors to meet compliance standards.
- Provides 1st line of support for main calls.
- Supports the on-boarding process by ordering and organizing the delivery of IT equipment. The front office administrator will also coordinate the IT provider to help new hire set-up and track all IT assets.
- Schedules meetings for company or administrative team as needed.
- Schedules and organizes travel for out-of-town visitors.
- Creates shipping labels as needed for on-boarding, off-boarding or other company needs.
- Receives mail and appropriates scans / logs for each department need, including custody of client assets (checks), legal/compliance, and contracts (insurance), ensuring sensitive materials are shredded once properly cataloged.
- Takes company minutes for weekly stand-ups or other company-wide meetings as needed.
- Supports the execution of companywide events.
- Performs other related duties as assigned.

**Qualifications & Experience**:
**Experience**:

- At least 1 years’ experience in an administrative role supporting a variety of functions and partnering with all levels of the organization.
- Bachelor’s degree

Knowledge, Skills and Ability:

- Highly organized, excellent communicator, facilitator, and listener with a balanced and thoughtful approach, and is adept at building trust with others while promoting inclusivity with teams.
- Experience working in a variety of modalities (i.e., online, in-person, remote etc.).
- Highly accountable, organized and skilled at process execution.
- Ability to carry many simultaneous tasks and prioritize.
- Possess and demonstrate a growth mindset, with the desire to learn and continually improve, and to help others do the same.
- Heightened sense of urgency while maintaining quality of work.

**Software usage & proficiency**:

- Microsoft Office: Excel, Outlook, Word, PowerPoint
- Salesforce

**What we provide you**:

- Competitive compensation to include bonus opportunities
- Opportunity to contribute to a dynamic, fast-paced business that is experiencing rapid growth
- Open and supportive team-based environment
- 3 Weeks PTO year 1
- Full medical, dental, vision benefits
- Free gym access
- Fully stocked kitchen - meals, snacks, and beverages

Centura Wealth Advisory, located in San Diego, is an SEC Registered Investment Advisory firm delivering innovative wealth management services to affluent families, local business owners, and charitable organizations. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total wealth efficiency and purpose to those looking to liberate their wealth.

We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.