Focus Financial Partners · 15 hours ago
Office Support Specialist
Lincoln, NE
Full-time
Onsite
Entry Level
$22/hr - $22/hr
2+ years expFocus Financial Partners is a leading financial services firm that offers integrated wealth management, family office, and business management services. They are seeking an Office Support Specialist to provide essential administrative support, create a welcoming atmosphere for clients, and assist the advisory team with various office management functions.
Asset ManagementFinanceFinancial ServicesWealth Management
Responsibilities
Presence in the office – being physically present in the assigned office on most business days
Managing the phone system - answering inbound calls, taking messages, and responding to voicemails
Managing mailing and shipping for all office locations - distributing daily mail, shipping packages, scanning/printing, and coordinating outgoing packages with mail and shipping vendors
Maintaining the appearance and functionality of shared spaces – submitting requests to the team when conference rooms, break rooms, patios, and other public spaces require maintenance; ensuring that every space is safe, clean, and inviting
Providing concierge services to advisory team in supporting clients and/or inhouse events – ordering meals, making reservations, calling for taxi/car service, etc
Utilizing FreshService and Salesforce systems for task management – providing administrative support to designated location’s advisory team, including assisting with one time and/or recurring special projects; ensuring our associates understand how to use FreshService and Salesforce to submit requests and monitor progress; maintaining service level standards
Onsite event support – assisting the Client Experience team in delivering internal and client events; preparing materials and providing onsite support as needed
Qualification
Required
High School/GED required, college attendance is helpful (may be substituted in lieu of direct work experience)
At least 2 years' experience on a Client Service, Hospitality, or Reception/Office Support team
Competency with Microsoft applications (Word, Excel, TEAMS, and Outlook)
Experience using customer relationship management (CRM) software and online shipping services
Hands on experience with office equipment (understanding connectivity and use of printers, scanners, phone systems, and postage machines)
Benefits
Annual cash bonus
Comprehensive benefits package
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Travis Danysh
Chief Corporate Development Officer
Recent News
Company data provided by crunchbase