Senior Office Administrator

Responsibilities

• Serve as the primary point of contact for office coordination and administrative support.
• Greet clients and visitors warmly; maintain a professional and hospitable front office environment.
• Answer and route incoming calls appropriately; manage voicemail and follow-up tasks.
• Schedule internal meetings and client reviews using Salesforce workflows; coordinate priorities with advisors and update systems accordingly.
• Manage conference room calendars and ensure meeting spaces are prepared and maintained.
• Track and follow up on action items from client review meetings in coordination with advisors and Client Service team.
• Liaise with building management for office maintenance and service requests.
• Clock repairs and servicing of office equipment with external vendors.
• Coordinate internal event planning and hospitality arrangements for meetings and team gatherings.
• Aid with branch compliance files.
• Help coordinate technology needs of the branch.
• Process and send client gifts upon request from team members.
• Aid with special projects and operational initiatives as assigned by leadership.

Requirements

• Minimum 3–5 years of administrative experience, preferably in financial services or wealth management.
• Strong organizational and multitasking skills with attention to detail.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Experience with Salesforce or similar CRM systems preferred.
• Excellent verbal and written communication skills.
• Professional demeanor with an energetic and welcoming personality.
• Ability to maintain confidentiality and act with integrity.
• Experience supporting leadership and managing office operations is a plus.

Qualifications

• High school diploma or equivalent.
• Some college or technical training preferred.

Benefits

• Competitive, based on experience.
• Medical Insurance.
• Dental/Vision Insurance.
• Life & Personal Accident Insurance.
• Short-term Disability Insurance.
• Long-term Disability Insurance.
• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA.
• 401(k) Plan with company matching.
• Paid Time Off (PTO) and paid holidays.

Pay

Competitive, based on experience.

Schedule

N/A