Job Description

OFFICE & ADMINISTRATIVE SUPPORT ASSOCIATE


Fairfax, VA & Middleburg, VA



As an

Office & Administrative Support Associate (OASA)

you play a critical role in delivering an unparalleled client experience.



Working in tandem with our Client Services, Facilities, Supplies, SalesForce, Marketing, Meetings/Events, Compliance, and Client Experience teams, OASA is instrumental in creating a welcoming atmosphere for clients and associates alike, greeting them with a warm smile, a spirit of care, and helping with a variety of administrative and office support for client meetings and functions for events and marketing.



This position will support both our Fairfax & Middleburg offices. This is an in-office position Monday - Friday.

Primary Responsibilities

Managing the phone system - answering inbound calls and voicemails. Calling and emailing clients each week to confirm appointments. Assisting the advisory team with administrative tasks from preparing materials for client meetings, writing monthly general client communications. Coordinating and submitting expense reports via Concur for wealth advisors. Managing office administration: preparing client communications and packages via USPS & FedEx, scanning/printing/electronic filing of client documentation using standardized Focus Partners filing procedures, distributing daily mail, and coordinating with mail and shipping vendors for deliveries/returns. Maintaining the appearance and functionality of shared spaces - submitting requests to the Facilities/Real Estate team when conference rooms, break rooms, patios, and other public spaces require maintenance; ensuring that every space is safe, clean, and inviting. Providing concierge services - greeting guests and serving refreshments, ordering meals, making reservations, calling for transportation services. Ordering and tracking client gifts for special milestones, assisting with one-off client events/gatherings. Overseeing the inventory of Focus Partners collateral materials including stationery, marketing materials, order and restock office and breakroom supplies. Liaison to vendors for office signage, document shredding, building management/maintenance, office supplies, equipment service/repair. Utilize FreshService and Salesforce systems for task management. Attain certification as a notary for the office.

Qualifications

4+ years' experience on an Office Support team High School Diploma or equivalent Microsoft Office Applications

About Focus Financial Partners

Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.



The annualized base pay range for this role is expected to be between $57,000/year - $60,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other reward may include an annual cash bonus and a comprehensive benefits package.