Office Coordinator

Responsibilities

• Answer the company’s primary phone line and manage the phone system
• Greet clients and guests - escort them to conference rooms and ensure rooms are prepared
• Open and close the office each day following a daily checklist
• Manage conference room scheduling throughout the day
• Keep conference rooms, work rooms, and break rooms organized and clean
• Cook up and set-up for formal in-office lunches or company-wide events
• Manage office mail receipt, sorting, and sending
• Schedule and confirm meetings for advisors, as requested
• Order office supplies and refreshments, maintaining spending within budget
• Schedule repairs and maintenance for the office space when needed
• Serve as main point of contact for building management and vendors who provide office services
• Aid with client and employee event planning
• Send client gifts, and log gifts in Compliance 11 program
• Help prepare the PowerPoint presentation for monthly team meetings
• Order printed materials (business cards, letterhead, cards, etc.)
• Provide additional administrative and operational support as needed

Requirements

Bachelor’s degree in business, finance, or related field required

Strong Outlook, PowerPoint, Word and Excel skills

Ability to maintain confidentiality when dealing with client matters

Must consent to and have favorable credit report and background check

Skills

Ability to consistently demonstrate True North’s Core Values

Benefits & Perks

• Bonus potential based on successful execution of firm goals and individual performance metrics
• 15 days of Paid Time Off (PTO) for new employees; increases to 18 days after the second year and increases from there per a schedule
• Volunteer Time Off (VTO)
• 401(k) with employer contribution
• Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
• Employer reimbursement for professional designations and continuing education
• Free financial planning services for employees and spouses
• Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!