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INTRODUCTION

This client-facing Administrative Assistant role is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the Administrative Assistant is instrumental in making sure clients have a positive experience that exceeds their expectations.

ROLE AND RESPONSIBILITIES

- Greet clients and guests in-person and via phone
- Set up, organize, and book conference rooms as needed
- Receive, sort and forward all incoming calls, facsimiles, USPS mail and overnight shipments to in-office recipients and remote office locations
- Monitor office, printing, and kitchen supplies, order as needed
- Create shipping labels, schedule courier services, and provide copy support as requested by various individuals of the organization
- Assist in printing and binding presentation books and materials
- Regular scan and fax operations
- Assist in event planning activities
- Set up workstations for new associates
- Providing support as needed to various business leaders

BASIC QUALIFICATIONS

- 3+ years’ experience working in a service-oriented role within a professional environment is preferred

PREFERRED QUALIFICATIONS

- Has positive attitude, with an exceptional client service demeanor
- Exceptional written and verbal communication skills
- Ability to take direction from various individuals
- Great organizational and multi-tasking skills
- Working knowledge of Microsoft Word, Excel and Outlook

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

EOE M/F/D/V