Administrative Assistant

Mariner Wealth Advisors
Sarasota, FL Full Time
POSTED ON 10/19/2021 CLOSED ON 2/8/2022

What are the responsibilities and job description for the Administrative Assistant position at Mariner Wealth Advisors?

Overview:

The 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. If you love building relationships, connecting with clients, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.

If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last and is committed to being there for everything life brings our clients’ way, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and have the support to meet career goals.
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
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
Qualifications:
  • 2 years’ experience working in a service-oriented role within a professional environment is preferred
  • Working knowledge of Microsoft Word, Excel and Outlook
We welcome your interest in being a part of the Mariner team. We offer our associates an innovative and challenging place to work with camaraderie and teamwork. We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition.

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