Senior Administrator - Part-time

divdivThe Senior Administrator is accountable for all office activities, office management functions, and assistance. These duties include; greeting clients and guests, answering phones, contacting clients to schedule and confirm appointments, provide assistance to Client Service teams, ordering office and kitchen supplies, and various general office management tasks. This position is 32 hours per week, Monday - Thursday, 6 hours a day. This role will be eligible for benefits.brbrpstrongemWe are Aspiriant/em/strongstrong,/strong a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.nbsp;/pulliCollaborative work environment where together we achieve more/liliEnvironment supportive of learning and growing your career/liliContinuing education assistance program/lili401(k) with company match/liliBonus program/liliCompany contribution up to 95% for health insurance/liliHybrid work arrangement/li/ulpstrongemHow you will contribute:/em/strong/ppstronguClient Experience/u/strongstrong:/strong/pulliIn coordination with Client Service teams, contact clients to schedule and confirm client meetings; send calendar invites to client service team using Outlook./liliSet up Zoom conference calls with clients and run a test call if requested by client./liliOrder and set-up lunch for internal client meetings when requested./liliGreet all clients and guests professionally, direct them to the assigned conference room, offer and provide refreshments and inform Client Service team that the client/guest has arrived./liliEnhance our reputation and maintain high level relationships with clients ndash; order gifts and send cards, when requested./liliMake meal reservations and meeting arrangements with various local restaurants and hotels; communicate this information to staff members and/or clients.nbsp;/liliProvide assistance to Client Service teams as it relates to client activity and deliverables using Salesforce./liliAssist with copying, scanning, and binding presentation materials and interim reports for client meetings.nbsp;/li/ulpstronguTotal Wealth Management Team:/u/strong/pulliSchedule internal team meetings/liliAssist in preparing PowerPoint presentations and communication for internal and external meetings/liliPrepare and submit expense reimbursement requests/liliMake travel and meal arrangements,nbsp;/liliAssist with coordinating events/li/ulpstronguOffice Management and support/u/strongstrong:/strong/pul type="disc"liBe the first point of contact for all technology issues related to meeting rooms and troubleshooting problems and/or contact IT.nbsp;/liliOversee all matters relating to internal meetings and visitors to the office. This includes assigning workspaces for staff visiting from other offices, ensuring that conference rooms are reserved correctly, and that conference calls and video conference meetings are initiated./liliOrder and replenish all office supplies; order kitchen products; and order all lunches or catering services for in-house meals and meetings.nbsp;/liliEnsure the kitchen and supply back stock is well organized./liliCommunicate with various vendors regarding office issues and needs; the first point of contact with building management regarding facilities needs in the suite./liliAccountable for the cleanliness of the conference room after each meeting. Clean and tidy the kitchen at the end of the day./liliProcess incoming and outgoing mail./liliScan statements to client folders, and forward to Client Service Operations for reconciling./liliAnswer main phone line and direct callers/liliAd hoc assistance as needed/li/ulpstrongemIs this you?/em/strong/ppAn ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to ldquo;a cocker spaniel.rdquo; We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine.nbsp;/ppbrstrongemThe attributes and talents that lead to success in the role are:/em/strong/ppKnowledge:/pulliProficiency with all Microsoft Office applications (Outlook, Word, Excel, Power Point) as well as Adobe Acrobat/li/ulpSkills:/pulliExcellent organizational skills: meticulous with a high degree of accuracy, ability to follow detailed instruction and follow-throughnbsp;/liliStrong written and verbal communication skills/liliA teammate who will thrive in a small company environment/li/ulpAbilities:/pulliService oriented, and enjoy assisting others/liliPossesses the natural confidence and presence to represent Aspiriant to the public; ability to easily relate to, and communicate with, clients, external constituents, and staff of all levels in the firm/liliAbility to multi-task, set priorities among a variety of tasks and an occasionally heavy volume of work and fast pace/liliA proactive self-starter who takes initiative and takes ownership of his/her work/liliImpeccable ability to maintain confidentiality/li/ulpExperience and Education:/ppWe will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:/pulliMinimum four yearsrsquo; experience in an office management assistance role in a professional services environment. Experience in a financial service and/or investment management firm is a plus/liliSome college education, bachelorrsquo;s degree preferred/liliExcellent personal and professional references/li/ulpPhysical Demands and Work Environment:/ppPrimarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person./ppAspiriant is committed to emdiversity, inclusion and belonging/emem./emnbsp;/ppA diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring futurehellip;a firm where people can be themselves, learning is limitless, and everyone can thrive./ppAs an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position./ppa href="http://www.aspiriant.com" target="_blank"www.aspiriant.com/a/ppem data-pasted="true"Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies./em/p/div/div