Office Administrator

4 days ago


Guilford, Connecticut, United States Exencial Wealth Advisors Full time
Exencial Wealth Advisors: A High-Growth Company in the Wealth Management Space

We are a leading RIA in the Wealth Management industry, consistently ranking in the top 100 Wealth Advisors Nationwide. We are seeking a highly skilled and organized individual to join our Guilford, CT team as a Front Desk Coordinator.

Key Responsibilities:
  • Provide exceptional client service by greeting, welcoming, and ensuring the comfort of clients and visitors.
  • Answer, screen, and forward incoming calls in a professional and timely manner.
  • Manage office inventory, including beverages, office supplies, and cleaning materials.
  • Ensure the reception area, workspaces, and client meeting spaces are clean, tidy, and presentable.
  • Prepare and process client maintenance requests, including monthly and quarterly report mailings and downloads.
  • Participate in operational audits as part of the Operations Team.
Requirements:
  • Outstanding service-oriented attitude and excellent communication skills.
  • Proficiency in Microsoft Office Suite and ability to learn new software quickly.
  • Strong organizational skills and attention to detail.
  • Professional attitude and appearance, with the ability to work in a fast-paced environment.
  • Lift and carry up to 25 pounds on occasion.

We are looking for a collaborative and proactive individual who can drive their own outcomes and contribute to our team's success. If you are a motivated and organized professional with a passion for delivering exceptional client service, we encourage you to apply.



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