Office Services Associate at Avantax Planning Partners

Leawood, Kansas, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Oct, 26

Salary

24.5

Posted On

08 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Office Management, Microsoft Office Suite, Event Planning, Vendor Management, Budget Tracking, Time Management, Communication Skills, Multitasking, Problem Solving, Administrative Support, Invoice Processing

Industry

Financial Services

Description

The Office Assistant is the first impression for all visitors, prospects, clients and team members. They play an important role in creating a welcoming environment and keeping the office running efficiently. Responsibilities: • Answer incoming phone calls professionally and direct inquiries appropriately • Create a welcoming environment for clients and team members; treat every touchpoint as an opportunity to exceed expectations • Manage all office events and meetings, including assigning and preparing conference rooms, ordering lunches, and planning/executing team member events • Prepare outgoing and overnight mail; collect and distribute incoming mail • Prepare and deliver Wealth Management Review documentation • Ensure all office areas are operational, clean, organized, and ready for guests and team member use at all times • Act as liaison for Property Management firm; schedule onsite maintenance and proactively identify/report areas of concern • Collaborate with internal Cetera teams; Office Services, etc. • Mange vendor relationships and contract/invoices • Schedule office equipment maintenance or replacement as needed • Plan and coordinate team member and client gifts and swag • Manage all office and kitchen inventory, including invoice and budget tracking Required Qualifications: • High school diploma or equivalent • 2+ years of experience in an administrative, office support or 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 • Familiarity with budgeting and invoice tracking is a plus #LI-Onsite About Us What we give you in return: Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: * Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. * Easy access to mental health benefits to meet our team members and their families where they are. * 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. * 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. * Paid parental leave to support all team members with birth, adoption, and foster. * Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. * Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group [https://cetera.com/]® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology. "Cetera Financial Group [https://www.cetera.com/about-us]" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC [https://www.ceteraadvisornetworks.com/welcome], Cetera Wealth Services LLC [https://www.ceteraadvisornetworks.com/welcome] (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, [https://www.cetera.com/firms/cetera-financial-institutions] or Cetera Investors [https://www.cetera.com/firms/cetera-financial-specialists]. All firms are members FINRA/SIPC. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy [https://www.cetera.com/uploads/07/12/workforce_privacy_policy.pdf] for further details on what information we collect and the purposes for collection.

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Responsibilities

The Office Services Associate serves as the first point of contact for visitors and manages daily office operations to ensure efficiency. Key duties include coordinating meetings, managing vendor relationships, and maintaining office and kitchen inventory.