Strategic Financial Specialists, Inc · 17 hours ago
Office Administrator
Tulsa, OK
Full-time
Onsite
New Grad, Entry Level
$18/hr - $18/hrStrategic Financial Services, PC is a financial concierge firm focused on small to medium sized companies and high net worth families. The Office Administrator will support the administration team, manage various office tasks, and contribute to the smooth operation and growth of the firm.
Financial Services
Responsibilities
Electronic data coordination and implementation
Creation of excel spreadsheets
Fast adaptability to new systems and softwares
Welcoming visitors and providing assistance as needed
Manage phone calls and correspondence (e-mail, letters, packages etc.)
Manage & Set Appointments
Assist colleagues whenever necessary
Monitor and maintain office equipment; inventory supplies and order replacement supplies as needed
Invoicing and bill pay
Prepare correspondence, documentation, or presentation materials
Submit timely reports and prepare presentations/proposals as assigned
Tax Return Check-in (Scanning, Sorting & Processing)
Handling highly sensitive information pertaining to personal finances
Tidying up around the office / running & unloading the dishwasher
Assist with marketing of the firm
Qualification
Required
Outgoing and friendly
Well dressed and professional
Strong computer skills
Data entry skills
Detail oriented and works with high degree of accuracy
Strong time management
Outstanding communication and interpersonal abilities
Excellent organizational and leadership skills
Critical thinking skills
Strong English (Writing) and proof-reading skills
Benefits
Paid holidays
PTO
SIMPLE IRA Match
Paid Health Insurance with an HSA contribution offered
Company
Strategic Financial Specialists, Inc
We specialize in Family Office/ Concierge services, managing and directing the financial and personal affairs of high net worth individuals and families.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase