Sequoia Financial Group · 20 hours ago
Part Time Administrative Assistant
Akron, OH, US
Full-time, Part-time
Onsite
Entry Level
2+ years expSequoia Financial Group is a growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering financial planning and wealth management services. The Administrative Assistant is responsible for managing correspondence, scheduling meetings, organizing files, and handling various clerical duties while ensuring a professional and welcoming atmosphere for clients and visitors.
ConsultingFinancial ServicesWealth Management
Responsibilities
Maintain and organize employee common areas and conference rooms
Work with admin team to determine supplies and ordering needs
Ordering/mailing of client gifts
Booking/organizing of client events and internal team events, e.g. volunteer events, employee engagement events, client appreciation, holiday party, etc
Prepare prospect packets for meetings and events
Handle all outbound and inbound packages and mail, scanning documents as needed
Provide back up support for other Admins when out of the office
Helping with items needing printing/binding in office
Handling of calling for service on office items, printer, office space servicing, shredding, water
Processing of Quarterly Tax payments
Preparing offices/desks for onboarding employees
Research and book travel for employees for travel and transportation as needed
Travel coordination
Coordinating internal meeting and client event logistics
Organizing information regarding business opportunities
Other duties maybe include the following when backing another admin up:
Check processing
Forwarding of incoming faxes and client files
Forwarding incoming invoices–office supplies, shredding
Greeting clients and guests as they enter the office
Firm wide support of inbound calls
Order food for client and internal meals as requested
Qualification
Required
Minimum 2-3 years of administrative and/or customer service-related experience
Preferred
Experience with Salesforce and Outlook
Experience working in a professional office setting
Company
Sequoia Financial Group
Sequoia Financial Group offers comprehensive wealth management services including financial planning, asset management, and estate planning.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$200MKey Investors
Valeas Capital PartnersKudu Investment Management
2022-10-19Private Equity· $200M
2020-07-07Private Equity
Leadership Team
Thomas Haught
Chairman, CEO & President
Trevor R Chuna
Chief Technology Officer
Recent News
2025-10-15
Company data provided by crunchbase