Administrative Coordinator
12 hours ago
We are seeking a highly organized and detail-oriented Administrative Coordinator to join our team at Brighton Jones LLC. As an Administrative Coordinator, you will be responsible for overseeing daily office operations, managing reception duties, and coordinating conference room schedules. You will also maintain a clean and organized work environment, manage office supplies, mail distribution, and deliveries.
In addition to these responsibilities, you will provide administrative support to the advisory team by working closely with the Chief Administrative Officer (CAO) to assist with client onboarding, documentation, and ongoing client maintenance tasks. You will also maintain accurate client and prospective client data in the CRM (Salesforce) and ensure records are up to date.
This is an excellent opportunity for a motivated and self-driven individual to join our team and contribute to the success of our clients and colleagues.
Responsibilities- Oversee daily office operations, including managing reception duties and coordinating conference room schedules
- Maintain a clean and organized work environment, manage office supplies, mail distribution, and deliveries
- Provide administrative support to the advisory team, including assisting with client onboarding, documentation, and ongoing client maintenance tasks
- Maintain accurate client and prospective client data in the CRM (Salesforce) and ensure records are up to date
- 3 years of experience in an administrative role, with experience in the financial services industry preferred
- Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred
- Self-motivated and takes pride in providing exceptional support to clients and the team
- Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus
We offer a competitive compensation package, including a salary of $55,000 per year, as well as a comprehensive benefits package, including health care benefits, retirement benefits, paid time off, holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.
We are a work from office culture with a lot of flexibility, and we are committed to building a business where 100% of our team members genuinely love where they work and are supported by their colleagues.
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