Office Services Associate

Office AssistantThe Office Assistant is the first impression for all visitors, prospects, clients, and team members. They play an important role in creating a welcoming environment and keeping the office running efficiently.Responsibilities:Answer incoming phone calls professionally and direct inquiries appropriatelyCreate a welcoming environment for clients and team members; treat every touchpoint as an opportunity to exceed expectationsManage all office events and meetings, including assigning and preparing conference rooms, ordering lunches, and planning/executing team member eventsPrepare outgoing and overnight mail; collect and distribute incoming mailPrepare and deliver Wealth Management Review documentationEnsure all office areas are operational, clean, organized, and ready for guests and team member use at all timesAct as liaison for Property Management firm; schedule onsite maintenance and proactively identify/report areas of concernCollaborate with internal Cetera teams; Office Services, etc.Manage vendor relationships and contract/invoicesSchedule office equipment maintenance or replacement as neededPlan and coordinate team member and client gifts and swagManage all office and kitchen inventory, including invoice and budget trackingRequired Qualifications:High school diploma or equivalent2+ years of experience in an administrative, office support, or customer service roleExcellent verbal and written communication skillsStrong organizational and time management abilitiesProficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and basic office equipmentAbility to multitask and prioritize in a fast-paced environmentProfessional demeanor and customer service orientationAttention to detail and problem-solving skillsAbility to work independently and collaboratively with cross-functional teamsExperience coordinating meetings, events, and managing office supplies and vendorsFamiliarity with budgeting and invoice tracking is a plusAbout CeteraCetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.