Administrative Assistant

We are looking to add STAR client service/administrative professionals to our dynamic and growing Client Service Operations Team as an Administrative Assistant. This roll is accountable for both Administrative and Associate work in a team setting to assist in replying to client needs and performing administrative tasks. 

This position requires superb and highly polished client service skills. (So if excellent client service is not your thing – this probably isn’t the job for you.)

We are Aspiriant , a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. 

• Collaborative work environment where together we achieve more
• Environment supportive to learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

How you will contribute:

• Show initiative and take ownership of each task from start to finish
• Answer requests in a timely and professional manner
• Communicate effectively in a positive manner to your teammates in person, through instant messaging, and emails throughout the day
• Be part of a small team monitoring a joint email inbox and Business Process workflow queue throughout the day
• Become familiar with Client Service Operations policies and procedures
• Provide ad hoc support to Directors and Managers in the office
• Maintain client documents and records in accordance with compliance policies including filing hard copies and/or scanning of documents
• Establish and maintain client access to our online portal 
• Greet clients and vendors at the front desk
• Be the liaison with Property Manager regarding maintenance and repair 
• Prepare expense reports and light calendaring
• Ordering groceries and office supplies as needed 
• Picking up and dropping off mail and overnight packages
• Primarily accountable for taking care of the kitchen and other common spaces, keeping them clean and restocking when necessary 
• Participate in new hire onboardings 
• Plan birthday celebrations and other office events
• Participate in departmental and ad hoc projects 

Is this you?

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. 

The attributes and talents that lead to success in the role are:

Knowledge:

• Demonstrate proficiency with planning office events and outings 

Skills:

• Ability to follow detailed instruction with a high level of accuracy
• Impeccable ability to maintain confidentiality
• Excellent organizational skills
• Problem solving skills

Abilities:

• A self-starter who takes ownership of projects as assigned and completes them with minimal supervision
• Ability to set priorities among a variety of tasks and occasionally a heavy volume of work
• Strong communication skills; must be comfortable communicating with all levels of employees
• Demonstrate pride, integrity and initiative in all aspects of his or her work
• Must be a team player

Experience and Education:

We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:

• 2-5 years in an administrative assistant role in an office environment Experience in a professional services environment, preferably in financial services and/or investment management is a plus
• Some college education, Bachelor’s Degree preferred

Physical Demands and Work Environment:

Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.

Aspiriant is committed to diversity, inclusion and belonging .

A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.

As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.