Sequoia Financial Group Llc

Compensation

Full Description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: * Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.  * Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. * Teamwork. We subordinate our egos to work together for the benefit of our clients.  Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations. SUMMARY OF THE POSITION The Administrative Assistant is responsible for a wide range of tasks, including managing correspondence, scheduling meetings, organizing files, and handling various clerical duties. This role also involves taking on operational responsibilities such as overseeing coordinating internal processes to ensure smooth operations. The Administrative Assistant acts as the first point of contact for clients and visitors, ensuring a professional and welcoming atmosphere. With excellent organizational skills and attention to detail, the Administrative Assistant will help maintain the efficiency and effectiveness of the Fairlawn office, contributing to the overall operational success of the team.  RESPONSIBILITIES This position will support a team of professionals in Fairlawn, OH. Responsibilities to include but not limited to: * Maintain and organize employee common areas and conference rooms. * Work with admin team to determine supplies and ordering needs. * Ordering/mailing of client gifts * Booking/organizing of client events and internal team events, e.g. volunteer events, employee engagement events, client appreciation, holiday party, etc.  * Prepare prospect packets for meetings and events * Handle all outbound and inbound packages and mail, scanning documents as needed. * Provide back up support for other Admins when out of the office * Helping with items needing printing/binding in office * Handling of calling for service on office items, printer, office space servicing, shredding, water * Processing of Quarterly Tax payments * Preparing offices/desks for onboarding employees * Research and book travel for employees for travel and transportation as needed * Travel coordination   * Coordinating internal meeting and client event logistics * Organizing information regarding business opportunities  * Other duties maybe include the following when backing another admin up: * Check processing * Forwarding of incoming faxes and client files * Forwarding incoming invoices–office supplies, shredding * Greeting clients and guests as they enter the office * Firm wide support of inbound calls * Order food for client and internal meals as requested REQUIRED SKILLS/EXPERIENCE * Minimum 2-3 years of administrative and/or customer service-related experience PREFERRED SKILLS/EXPERIENCE * Experience with Salesforce and Outlook * Experience working in a professional office setting  COMPETENCIES * Motivated individual who is a self-starter and has demonstrated ability to learn new technology and processes * Excellent customer service skills verbal and written * Must be willing to work in a fast-paced environment alongside colleagues to reach a common goal * Detail Oriented