Office Services Associate en Cetera Financial Group Inc
Cetera Financial Group Inc · Muskegon, Estados Unidos De América · Onsite
- Professional
- Oficina en Muskegon
The Office Services Associate is the first impression for all visitors, prospects, clients and team members. They play an important role in creating a welcoming environment and keeping the office running efficiently.
Responsibilities:
• Answer incoming phone calls professionally and direct inquiries appropriately
• Create a welcoming environment for clients and team members; treat every touchpoint as an opportunity to exceed expectations
• Manage all office events and meetings, including assigning and preparing conference rooms, ordering lunches, and planning/executing team member events
• Prepare outgoing and overnight mail; collect and distribute incoming mail
• Prepare and deliver Wealth Management Review documentation
• Ensure all office areas are operational, clean, organized, and ready for guests and team member use at all times
• Act as liaison for Property Management firm; schedule onsite maintenance and proactively identify/report areas of concern
• Collaborate with internal Cetera teams; Office Services, etc.
• Mange vendor relationships and contract/invoices
• Schedule office equipment maintenance or replacement as needed
• Plan and coordinate team member and client gifts and swag
• Manage all office and kitchen inventory, including invoice and budget tracking
Required Skills and Qualifications:
• High school diploma or equivalent
• 2+ years of experience in an administrative, office support or customer service role
• Excellent verbal and written communication skills
• Strong organizational and time management abilities
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and basic office equipment
• Ability to multitask and prioritize in a fast-paced environment
• Professional demeanor and customer service orientation
• Attention to detail and problem-solving skills
• Ability to work independently and collaboratively with cross-functional teams
• Experience coordinating meetings, events, and managing office supplies and vendors
• Familiarity with budgeting and invoice tracking is a plus
#LI-Onsite
Company
What we give you in return:
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group and TRPG:
The Retirement Planning Group (TRPG) is an SEC registered investment advisory firm headquartered in Leawood, KS. With over 2,000 clients and $2 billion in assets under management as of 05/15/2024, we are one of the fastest growing companies in the Kansas City area. We help clients and their families navigate every financial decision they face throughout their lives, providing comprehensive financial planning and tax services along with education and guidance on Medicare, Social Security, long-term care insurance, travel and more. The Retirement Planning Group is a wholly owned subsidiary of Cetera Holdings, employment and benefits are therefore offered through Cetera Financial Group, an affiliate of Cetera Holdings.
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
The Retirement Planning Group and Cetera Financial Group are committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
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