Job Description

Office Administrator

Advance your career and truly make a difference. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Service Company.

Bright Lake Wealth Management in Roseville, CA is seeking to add an Office Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Job Description:

As an Office Administrator at Bright Lake, you will be an integral part of our team, providing crucial administrative support with a primary focus on event planning responsibilities and receptionist duties. This role will support both the day-to-day operations at our front desk and the execution of our firm's marketing initiatives and events, ensuring all activities align with our brand and client engagement goals. This role requires excellent communication and customer service skills as well as a balance of organizational capabilities, and a proactive approach to ensuring the smooth day-to-day functions of our firm.

Key Skills:

• Strong organizational skills
• Excellent communication; written and verbal
• Attention to detail and accuracy
• Proactive management style and consistent follow-through
• Ability to work independently and within a team environment
• Proficient with MS Office Suite and MAC platforms
• Ability to meet deadlines and work under pressure

Minimum Requirements:

• Bachelor’s degree in Marketing, Business Administration, or a related field preferred.
• Proven experience in an administrative role or event coordination, preferably in the financial services or wealth management industry.
• Strong organizational and time management skills with the ability to handle multiple tasks simultaneously.
• Excellent communication and interpersonal skills, capable of maintaining strong relationships with a focus on providing outstanding client service.
• Proficient in calendar management, office software and familiar with event management tools.
• A creative thinker with strong problem-solving skills and attention to detail.

Key Responsibilities:

• Collaborate with the marketing team to plan and execute various events such as seminars, webinars, and client appreciation events.
• Oversee registration, attendee management, and post-event follow-ups to gauge success and gather feedback.
• Assist in the promotion and marketing of events through various channels, including social media and email campaigns.
• Maintain client and prospect relationships through interactive communication channels such as mail, email, text and by phone.
• Assist in managing brand inventory for each office location.
• Greet visitors and ensure a positive first impression of the firm.
• Answer and direct phone calls to the appropriate person or department.
• Assist in managing the front desk operations, including visitor check-ins, mail distribution, and general inquiries.
• Maintain the cleanliness and organization of the reception area and secondary workspaces.
• Provide administrative support including filing, data entry, and preparation of documents.
• Provide first-class client service, including handling inquiries, scheduling appointments, and maintaining client records.
• Assist in the preparation and processing of financial documents and reports, ensuring accuracy and compliance with regulatory requirements.
• Participate in the planning and execution of internal projects, working collaboratively with team members to achieve business objectives.
• Facilitate effective communication across the team and with clients, ensuring timely updates and information sharing.
• Contribute to continuous improvement initiatives, helping to streamline processes and enhance client satisfaction.

Salary:

$27 -$30/hr. Based on Experience

Benefits – You Bet!

• 401K
• Health Insurance
• PTO
• Paid Holidays
• Sick Leave

Hours:

• Monday – Friday
• 8:00 AM – 5:00 PM

*Seminar Attendance required – Evening Work – 2-4 times a month

• Presented by Advisor Employee Services Thank you for your interest in the Office Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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