Administrative Assistant
SEQUOIA FINANCIAL GROUP
Tampa, FL 33607
Description:
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:
• Teamwork . We work selflessly to enrich the lives of our clients and our community.
• Passion . We relentlessly pursue our full potential.
• Integrity . We act in the best interest of others.
Summary of the position
We seek a motivated, self-starting, passionate team player to join our firm in the role of Administrative Assistant.
Responsibilities
This position will support a team of professionals in Tampa, FL. Responsibilities to include but not limited to:
• Researching articles on LinkedIn and posting 2 times per week
• Ordering/mailing of client gifts
• Data entry
• Scanning in statements, correspondence, etc.
• Prepare prospect packets for meetings and events
• Handle all outbound and inbound packages
• Check processing
• Forwarding incoming invoices–office supplies, shredding
• Birthday cards for clients
• Greeting clients as they enter the office and also as the 1st point of contact for inbound calls
• Clean conference room and check for cleanliness to be ready for client meetings
• Helping with items needing printing/binding in office
• Internal office meeting agenda prep
• Confirming appointments
• Handling of calling for service on office items, printer, office space servicing, shredding, water
• Organizing storage closet
• Processing of Quarterly Tax payments
• Setting up office for holidays
• Assist with onboarding new hires in coordination with firm onboarding team
• Booking/organizing of client events and internal team events, e.g. volunteer events, client appreciation, holiday party, etc.
• Research and book travel for employees for travel and transportation as needed
• Handling mailings of quarterly reports
. Requirements:
Required Skills/Experience
• Minimum 3 years of administrative and/or customer service related experience
Preferred Skills/Experience
• Experience with Salesforce and Tamarac
• Bachelor’s degree preferred
Competencies
• Motivated individual who is a self-starter and has demonstrated ability to learn new technology and processes
• Excellent customer service skills
• Must be willing to work in a fast-paced environment alongside colleagues to reach a common goal
• Passion to grow and develop in role