Administrative Position - Scanning

Administrative Assistant
We are looking to add STAR client service/administrative professionals to our dynamic and growing Client Service Operations Team. This role is accountable for both administrative and associate work in a team setting to assist in replying to client needs and performing administrative tasks.
We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. 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.

• Continuing education assistance program
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

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
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
Plan birthday celebrations and other office events
Participate in departmental and ad hoc projects
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. Demonstrate proficiency with planning office events and outings

A self-starter who takes ownership of projects as assigned and completes them with minimal supervision
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

Primarily sedentary work in an office with minimal distractions; walking throughout the office. 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.
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.