Focus Partners Wealth · 1 day ago
Office Support Specialist
Lincoln, NE
Full-time
Onsite
Entry Level
$22/hr - $22/hr
2+ years expFocus Partners Wealth is seeking an Office Support Specialist to enhance client experiences and support their advisory team. This role involves managing office functions, providing concierge services, and maintaining shared spaces to ensure a welcoming atmosphere for clients and associates.
ConsultingFinancial Services
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 Partners Wealth
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Craig S Jones
Chief Diversity Officer
Recent News
Business Insider
2025-04-26
InvestmentNews
2024-04-08
2024-04-08
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