Office Administrator

Full job description

About Wealth Enhancement Group

Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit

www.wealthenhancement.com

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Our Cincinnati, OH office has an exciting opportunity for an Office Administrator. This role serves as the point of contact for all items related to office administration in an advisory office. This role supports the office by assisting with technology, project assistance, day-to-day office administrative tasks, etc.

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The salary target for this role is $52K-$55K depending on experience.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Office Administration

• Cover the reception desk and greet office guests

• Manage incoming and outgoing USPS and UPS mail deliveries

• Maintain and order office supplies

• Record and process all incoming checks

• Maintain multifunction printers; coordinate repairs when necessary

• General office maintenance including but not limited to filing, shredding and scanning paperwork

Service Coordination

• Point of contact with building management for facility repairs and building access

• Coordinate with outside vendors

Project Assistance

• Under the direction of your manager, assist with various office projects as requested

• Provide support for Marketing events by coordinating event space, catering and set up

• Help facilate corporate program roll outs, including but not limited to technology, operations & compliance, marketing, finance and Human Resources

• Support Advisor Services in coordination and execution of corporate and regional office activities and initiatives

• Assist with new hire computer set up, as needed

Education/Qualifications

• HS Diploma / 2-year degree preferred

• 2 year’s office/experience

• Friendly, outgoing, positive attitude

• Professional appearance; voice and interaction with customers

• Excellent oral and written communication skills

• Ability to work with all levels of staff and management

• Ability to prioritize workflow and projects; work in a deadline environment and be flexible

• Detail oriented

• Good working knowledge of Word, Excel, Outlook, and PowerPoint

• Ability to work as a Team Member

• Time Off is arranged with your Manager at least two weeks in advance

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical and dental coverage

• 401k – with match and profit sharing

• Health care spending and savings accounts

• Dependent care spending account

• Vision coverage

• Wellness programs and resources

• Life insurance – employer paid

• Short-term and long-term disability – employer paid

• Paid Time Off

• 10 paid holidays each year

• Paid parental leave

• Tuition reimbursement