Front Office Administrator

Centura Wealth Advisory is seeking a Front Office Administrator to join our Operations Team. Centura is a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families. The Front Office Administrator will take ownership of facility operations, company administration, events, and more. The ideal candidate has high emotional intelligence, is adaptable, has a positive, "can-do" attitude, is highly organized and can handle managing multiple projects while executing the day-to-day functions of the role and providing support to all office staff. In addition they will embody all of Centura's core values and are humble, hungry to learn, and smart.

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 of new employees.
• 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.

Experience
Qualifications & 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

• Strong emotional intelligence
• 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 preferred

What We Provide You

• 3 weeks of PTO your first year.
• Full medical, dental, vision benefits, & 401k match
• Collaborative, team-oriented environment rooted in core values
• Monthly Midweek-Mingle - Each month a team cooks breakfast for the office
• Quarterly events including happy hours and volunteer events
• Centura Spirit Week twice a year = tons of fun, team building, and CWA Spirit (Think pajama day, beach day, costume contest day, mini-golf, company parties and more)
• Monthly firm-wide coaching sessions to develop professionally, personally, and collectively as a team.
• Onsite cafeteria and gym

At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.

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. The salary range for this position is $25/hr. - $27/hr., plus bonus