Office Services Associate
$45,968–$55,952 year
On-siteEdina, Minnesota, United States
Job Summary
Manage all office events and meetings, including assigning conference rooms, ordering lunches, and planning team member events. Answer incoming phone calls professionally, prepare and deliver Wealth Management Review documentation, and ensure all office areas remain operational, clean, and organized. Act as the liaison for the Property Management firm by scheduling onsite maintenance and reporting areas of concern. Collaborate with internal Cetera teams, manage vendor relationships and invoices, and oversee office and kitchen inventory with budget tracking. Schedule office equipment maintenance or replacement as needed. Coordinate team member and client gifts and swag.
Required Qualifications
- High school diploma or equivalent
- 1+ years of experience in an administrative, office support role or 2+ years in a customer service role
- Excellent verbal and written communication skills
- Strong organizational and time management abilities
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and basic office equipment
- Ability to multitask and prioritize in a fast-paced environment
- Professional demeanor and customer service orientation
- Attention to detail and problem-solving skills
- Ability to work independently and collaboratively with cross-functional teams
- Experience coordinating meetings, events, and managing office supplies and vendors
Desired Qualifications
- Familiarity with budgeting and invoice tracking is a plus
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.