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Senior Administrator

2 months ago

Mountain View, California, United States ASPIRIANT LLC Full time
Job Summary

We are seeking a highly skilled and experienced Senior Administrator to join our team at ASPIRIANT LLC. The successful candidate will be responsible for providing administrative support to our Managing Director and Total Wealth Management Team, as well as overseeing all office activities and management functions.

Key Responsibilities
  • Client Experience:
    • Coordinate client meetings and appointments, including scheduling and confirming with clients and staff.
    • Update client records in our CRM system.
    • Prepare and distribute meeting materials and reports.
    • Arrange for client lunches and refreshments.
    • Provide exceptional customer service to clients and guests.
  • Managing Director and Total Wealth Management Team:
    • Assist the Managing Director in overseeing the integration of our offices.
    • Schedule internal team meetings and prepare meeting materials.
    • Prepare and distribute communications to staff and clients.
    • Coordinate events and meetings.
    • Manage the Managing Director's calendar and ensure timely completion of tasks.
  • Office Management and Support:
    • Oversee all office activities, including ordering supplies and managing the kitchen.
    • Ensure the office is clean and organized.
    • Process incoming and outgoing mail.
    • Answer the main phone line and direct calls.
    • Provide ad hoc assistance as needed.
Requirements
  • Minimum four years' experience in an office management assistance role in a professional services environment.
  • Experience in a financial services and/or investment management firm is a plus.
  • Some college education, bachelor's degree preferred.
  • Experience with CRM systems, such as Salesforce.
  • Excellent organizational and communication skills.
  • Ability to multitask and prioritize tasks in a fast-paced environment.
  • Impeccable ability to maintain confidentiality.
  • Team player with a positive attitude.
What We Offer
  • Collaborative and dynamic work environment.
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Flexible work arrangements.
About Us

ASPIRIANT LLC is a leading independent wealth management firm. We are committed to providing exceptional service to our clients and creating a positive work environment for our employees. We value diversity and inclusion and are an equal opportunity employer.