Administrative Assistant Job at Mariner in Madison

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Job Description

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 associate’s clients connect with, the Administrative Assistant is instrumental in making sure clients have a positive experience that exceeds their expectations. The primary responsibilities of the Administrative Assistant are to greet all clients and guests both in-person and via telephone, sort and direct incoming communication, maintain the atmosphere, organization and orderliness of all common areas of the office and assist with various ad hoc projects and support where needed.

Job Description

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 associate’s clients connect with, the Administrative Assistant is instrumental in making sure clients have a positive experience that exceeds their expectations. The primary responsibilities of the Administrative Assistant are to greet all clients and guests both in-person and via telephone, sort and direct incoming communication, maintain the atmosphere, organization and orderliness of all common areas of the office and assist with various ad hoc projects and support where needed.

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

Qualifications

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

Skills and Knowledge

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

Wewelcome 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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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