Part-time Office Administrator - Curo Private Wealth

About the role

The Office Administrator role reports to the COO and is critical to the operational efficiency of the office. This position utilizes excellent customer service and organizational skills to confidently provide administrative support to both clients and the internal team.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Acts as front line for office contact: handling inbound and outbound calls, responding to email requests, greeting guests arriving in-person (this would not apply if virtual).
• Manage office and advisors’ calendars: scheduling of prospect meetings, periodic reviews and financial planning meetings with clients, investment update meetings/calls with internal partners, etc.
• Handle client administrative requests: address/contact information updates, establishing online account access, providing statements/tax documents.
• Maintain CRM: ensure prospects/clients are added to the database and information remains up to date.
• Responsible for assuring timely submission of monthly expense reports for the firm’s Partners.
• Handle all office managerial tasks: maintain office supplies inventory, pay/reconcile vendor invoices, schedule equipment maintenance, etc.
• Assist operations team with client operational tasks, as needed.
• Supports clients with online account activation and assists with troubleshooting login issues.

What You Will Need

• Great customer service skills; positive, friendly attitude.
• Ability to build relationships with clients and internal partners.
• Computer skills (Outlook, Word, Excel) are essential.
• Excellent communication skills, both verbal and written.
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.

KNOWLEDGE, SKILLS, AND/OR ABILITIES

• You will have at least 1 year of work experience.
• Previous customer service or administrative experience preferred.
• No certifications required.

PHYSICAL DEMANDS

• Ability to sit at a computer for extended periods of time.
• Ability to lift up to 20 pounds.

BENEFITS

• Full health, vision, dental.
• 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).