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About the Role
Aspiriant is seeking a Client Service/Administrative Assistant to join their Client Service Operations Team. This role supports client needs and performs administrative tasks within a team setting, requiring excellent client service skills.
Responsibilities
- Show initiative and take ownership of each task from start to finish
- Answer requests in a timely and professional manner
- Communicate effectively in a positive manner to teammates in person, through instant messaging, and emails
- Monitor a joint email inbox and Business Process workflow queue
- Become familiar with Client Service Operations policies and procedures
- Provide ad hoc support to Directors and Managers
- Maintain client documents and records in accordance with compliance policies
- Establish and maintain client access to our online portal
- Greet clients and vendors at the front desk
- Act as the liaison with Property Manager regarding maintenance and repair
- Prepare expense reports and perform light calendaring
- Order groceries and office supplies
- Pick up and drop off mail and overnight packages
- Maintain the cleanliness and restocking of the kitchen and common spaces
- Participate in new hire onboardings
- Plan birthday celebrations and other office events
- Participate in departmental and ad hoc projects
Requirements
- Demonstrate proficiency with planning office events and outings
- Ability to follow detailed instructions with a high level of accuracy
- Impeccable ability to maintain confidentiality
- Excellent organizational skills
- Problem solving skills
- A self-starter who takes ownership of projects and completes them with minimal supervision
- Ability to set priorities among a variety of tasks and occasionally a heavy volume of work
- Strong communication skills; must be comfortable communicating with all levels of employees
- Demonstrate pride, integrity and initiative in all aspects of work
- Must be a team player
- 2-5 years in an administrative assistant role in an office environment
- Experience in a professional services environment, preferably in financial services and/or investment management is a plus
- Candidates must be comfortable with Aspiriant's policies regarding securities holdings, transactions, and trading restrictions.
Skills
- Client service
- Administrative tasks
- Communication
- Organization
- Problem solving
- Confidentiality
- Accuracy
- Initiative
- Teamwork
Location
- Office
Work Type
- Hybrid
Experience Level
- 2-5 years
Education Level
- Some college education
- Bachelor’s Degree preferred
Benefits
- Collaborative work environment
- Supportive environment for learning and career growth
- Continuing education assistance program
- 401(k) with company match
- Bonus program
- Company contribution up to 95% for health insurance
About the Company
- Aspiriant is a leading, independent, 100% employee-owned wealth management firm.
- Core values guide the firm to seek out a broad range of perspectives, talent, and backgrounds.
- Aspiriant strives to cultivate a work environment that balances professional and personal lives.
- The firm's mission is to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams.
- Aspiriant is a Registered Investment Adviser, subject to SEC regulation.
Equal Opportunity
- Aspiriant is committed to diversity, inclusion and belonging.
- A diverse and inclusive culture is essential to providing the best to both clients and people.
- Aspiriant envisions a firm where people see a community they belong to and an inspiring future.
- As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, Aspiriant is committed to employment practices that ensure equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.