About Us: Bogart Wealth is a premier wealth management firm dedicated to providing tailored financial solutions that help our clients achieve their financial objectives. We prioritize exceptional service and integrity, fostering long-term relationships built on trust.
Position Overview: We are seeking a detail-oriented and motivated Office Administrator to join our team. The Office Administrator will be responsible for ensuring the smooth operation of our office, supporting daily administrative functions, and enhancing the overall efficiency of our operations. This role is crucial in creating a positive and productive work environment.
Key Responsibilities:
- Administrative Support: Provide general administrative support to all staff, including managing phone calls, greeting visitors, and handling correspondence.
- Office Management: Oversee the organization and maintenance of office supplies, equipment, and facilities to ensure a well-functioning workspace.
- Documentation: Prepare, organize, and maintain important documents and files, ensuring compliance with company policies and procedures.
- Scheduling: Assist with scheduling meetings, coordinating calendars, and organizing conference room bookings.
- Data Entry and Reporting: Maintain accurate records and databases, including client information and financial data, while generating reports as needed.
- Client Interaction: Support client service efforts by responding to inquiries and assisting with client-related tasks in a professional manner.
- Event Coordination: Assist in planning and executing office events, meetings, and training sessions.
- Financial Support: Help with invoicing, expense tracking, and other financial administrative tasks in collaboration with the finance team.
Qualifications:
Experience: 2+ years of experience in an administrative role
Skills:
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and office management software.
- Strong organizational and multitasking abilities.
- Excellent written and verbal communication skills.
Attributes:
- Detail-oriented with a proactive approach to problem-solving.
- Ability to work independently and as part of a team.
- Strong interpersonal skills and a customer service mindset.
Benefits:
Competitive compensation
Health benefits
Bonus programs
A 401 (k) retirement plan with company match
A fun and friendly team of colleagues
