Administrative Assistant

Description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. 
• Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork. We subordinate our egos to work together for the benefit of our clients. 

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary of the position

We seek a motivated, self-starting, passionate team player to join our firm in the role of Administrative Assistant. 

Responsibilities

This position will support a team of professionals in Troy, Michigan. Responsibilities to include but not limited to:

• Greet clients as they enter the office and also serve as the first point of contact for inbound calls.
• Pick up, drop off, and dispense office mail. Handle incoming and outgoing packages. Process USPS and UPS shipping as needed. Scanning documents as needed.
• Electronic check processing.
• Run monthly employee birthday reports, prepare card for manager to sign, and send.
• Maintain the reception and conference rooms for supplies, technology, and cleanliness.  
• Complete printing/binding tasks as needed. 
• Set up internal team events held for meetings and training. Includes room and technology readiness, ordering snacks or lunch and beverages. Providing hand-outs if required.
• Initiate service calls for office equipment and building maintenance. Carpet and window cleaning schedules. Making arrangements for replacement of light bulbs and any other office maintenance as needed.  
• Organize storage closet
• Quarterly Tax payments
• Forwarding of incoming faxes
• Forwarding of incoming client files
• Ordering & Mailing of Client gifts
• Setting up office for holidays
• Assist with onboarding new hires in coordination with the firm onboarding team
• Salesforce data entry, electronic forms, data maintenance and participate in on-going training to maintain knowledge of the system.
• Order and maintain inventory for office supplies, kitchen snacks, coffee and beverage supplies as needed.
• Maintain kitchen supplies and cleanliness. Run dishwasher once a day. Keep surfaces and sinks clean.
• Backup other office locations as needed. 
• Process the employee charitable match contributions.

Requirements

Required Skills/Experience

• Minimum 3 years of administrative and/or customer service related experience

Preferred Skills/Experience

• Experience with Salesforce and Outlook

Competencies

• Motivated individual who is a self-starter and has demonstrated ability to learn new technology and processes
• Excellent customer service skills
• Must be willing to work in a fast-paced environment alongside colleagues to reach a common goal