Office Support Specialist
Position Summary
Focus Partners Wealth is seeking a Office Support Specialist. As a member of the Office & Administrative Support team, this role plays a critical role in delivering an unparalleled client experience and advancing the mission of our business: to design, build, and protect financial lives. Working in tandem with our other office departments, the Office Support Specialist will be instrumental in creating a welcoming atmosphere for clients and associates alike, greeting them with a warm smile, a spirit of care, and providing support through a variety of administrative and office management functions for their designated advisory team.
This role is in in office five days a week from 9am - 3pm (30 hours per week).
Primary Responsibilities
- Presence in the office – being physically present in the assigned office on most business days
- Managing the phone system - answering inbound calls, taking messages, and responding to voicemails
- Managing mailing and shipping for all office locations - distributing daily mail, shipping packages, scanning/printing, and coordinating outgoing packages with mail and shipping vendors
- Maintaining the appearance and functionality of shared spaces – submitting requests to the team when conference rooms, break rooms, patios, and other public spaces require maintenance; ensuring that every space is safe, clean, and inviting
- Providing concierge services to advisory team in supporting clients and/or inhouse events – ordering meals, making reservations, calling for taxi/car service, etc
- Utilizing FreshService and Salesforce systems for task management – providing administrative support to designated location’s advisory team, including assisting with one time and/or recurring special projects; ensuring our associates understand how to use FreshService and Salesforce to submit requests and monitor progress; maintaining service level standards
- Onsite event support – assisting the Client Experience team in delivering internal and client events; preparing materials and providing onsite support as needed
Qualifications
- High School/GED required, college attendance is helpful (may be substituted in lieu of direct work experience)
- At least 2 years’ experience on a Client Service, Hospitality, or Reception/Office Support team
- Competency with Microsoft applications (Word, Excel, TEAMS, and Outlook)
- Experience using customer relationship management (CRM) software and online shipping services
- Hands on experience with office equipment (understanding connectivity and use of printers, scanners, phone systems, and postage machines)
This position is a non-exempt position. The annualized base pay for this role is expected to be $22.00 per hour base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
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Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For California Applicants: Information on your California privacy rights can be found here
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.