Core Ventures LLC
Branch Office Administrator
Core Ventures LLC, West Bend, Wisconsin, United States, 53096
The Company:
Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.
Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.
Headquartered in Alpharetta, GA, with 53 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a "Best Places to Work" by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia's Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.
The Position:
The
Branch Office Administrator
is a key role that ensures excellence in client service. This role will maintain the administrative organization of the office and warmly interact with clients. This will require strong personal skills over the phone and in person.
Responsibilities:Warmly greet clients at the front desk, be engaging and offer refreshmentsAnswer phones and transfer to the correct contactsResponsible for scheduling of client reviews through Salesforce workflow, coordinating appointment priorities with advisors and updating systems appropriatelyManage conference room schedulingCoordinate with Client Service team members and advisors on action items from client review meetingsConfirm appointments using appropriate softwareReceive, log, and distribute all mail, FedEx, UPS and general deliveriesServe as point-of-contact with Building Maintenance for any office servicing needsCoordinate maintenance on the office equipment with vendors as neededOrder and maintain office supplies and work roomMaintain and stock breakroom, reception area and conference rooms with refreshmentsHelp with event planning and make arrangements for hospitality services for in-office meetingsWork on special projectsSend client gifts as requested by team membersAssist with branch compliance filesHelp coordinate technology needs of the branchRequirements:
A minimum of 1-2 years of front office experienceAbility to organize, prioritize and handle multiple tasksEffective written and verbal communication skillsExcellent teamwork and time management skillsEnergetic, outgoing personality while interacting with guests and team membersAbility to act with integrity, professionalism, and confidentiality.Proficiency with Microsoft Office Suite or related software.Salary + Benefits:
Competitive, based on experienceMedical InsuranceDental/Vision InsuranceLife & Personal Accident InsuranceShort-term Disability InsuranceLong-term Disability InsuranceFlexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA401(k) Plan with company matchingPaid Time Off (PTO) and paid holidays
Best Places To Work for Financial Advisors 2018-2024:
Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, & 2024 - Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.
Georgia Fast 40 2019 and 2022:
The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.
Inc 5000 2019, 2020 & 2021:
The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.
Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.
Headquartered in Alpharetta, GA, with 53 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a "Best Places to Work" by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia's Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.
The Position:
The
Branch Office Administrator
is a key role that ensures excellence in client service. This role will maintain the administrative organization of the office and warmly interact with clients. This will require strong personal skills over the phone and in person.
Responsibilities:Warmly greet clients at the front desk, be engaging and offer refreshmentsAnswer phones and transfer to the correct contactsResponsible for scheduling of client reviews through Salesforce workflow, coordinating appointment priorities with advisors and updating systems appropriatelyManage conference room schedulingCoordinate with Client Service team members and advisors on action items from client review meetingsConfirm appointments using appropriate softwareReceive, log, and distribute all mail, FedEx, UPS and general deliveriesServe as point-of-contact with Building Maintenance for any office servicing needsCoordinate maintenance on the office equipment with vendors as neededOrder and maintain office supplies and work roomMaintain and stock breakroom, reception area and conference rooms with refreshmentsHelp with event planning and make arrangements for hospitality services for in-office meetingsWork on special projectsSend client gifts as requested by team membersAssist with branch compliance filesHelp coordinate technology needs of the branchRequirements:
A minimum of 1-2 years of front office experienceAbility to organize, prioritize and handle multiple tasksEffective written and verbal communication skillsExcellent teamwork and time management skillsEnergetic, outgoing personality while interacting with guests and team membersAbility to act with integrity, professionalism, and confidentiality.Proficiency with Microsoft Office Suite or related software.Salary + Benefits:
Competitive, based on experienceMedical InsuranceDental/Vision InsuranceLife & Personal Accident InsuranceShort-term Disability InsuranceLong-term Disability InsuranceFlexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA401(k) Plan with company matchingPaid Time Off (PTO) and paid holidays
Best Places To Work for Financial Advisors 2018-2024:
Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, & 2024 - Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.
Georgia Fast 40 2019 and 2022:
The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.
Inc 5000 2019, 2020 & 2021:
The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.