Triumph Wealth Management is seeking a Part-Time Office Coordinator to join their office in Madison, Wisconsin. WestPoint Financial Group is assisting with the sourcing of this role.
The ideal candidate will be detail-oriented, proactive, and a self-starter - someone who can easily identify areas where they can make an impact. The successful candidate must be organized, collaboration-minded, and considered highly communicative, exhibiting strong interpersonal skills.
This position is responsible for front office operations, including reception, and operates in the office Monday through Thursday, 8:30 am - 3:00 pm, and Fridays, 8:30 am - 2:00 pm.
Responsibilities:
Reception
- Greet and announce visitors in a friendly, welcoming manner
- Answer incoming calls and direct to appropriate party
- Manage advisor's calendar and schedule client meetings
- Manage client events
Office
- Open and close the office at stated business hours
- Sort and Distribute incoming mail including US mail, UPS, and FedEx
- Sign for, receive, and distribute packages delivered
- Maintain office machinery and supplies including postage meter, photocopier, and other office machines
- Maintain office and schedule conference rooms as needed
- Establish building access for new advisors, assistants and guests
- Provide telephone and voicemail training to new personnel
- Notify building management of maintenance requests
- Assist with vendor management
- Ensure day to day operations are prioritized according to client and advisor needs and deadlines
- Responsibilities may be added at the manager’s discretion
Position Requirements:
- High school diploma or equivalent
- Associate or Bachelor's degree, preferred
- Proficient in Microsoft Office Suite
- Excellent telephone skills
- Strong interpersonal communication, organizational and multi-tasking skills
- Diplomacy skills
- Must be detail-oriented and proactive
- 1+ years administrative experience
- 1+ years insurance experience (preferred)
- No immigration sponsorship available for this role