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Cincinnati, OH 45236

Posted: 03/16/2023 Employment Type: Direct Hire Industry: Administrative Job Number: 10482 Pay Rate: 37,440

Job Description

Be the first point of contact for an established, reputable independent advisory firm!

Why you should work here:
  • Very Stable Company!
  • Company focuses on a work/life balance and has very low turnover
  • Key Role
  • 18 Days PTO starting day one
  • Fantastic Incentive plan at 3%
  • Profit Sharing at 15%
Responsibilities include:
  • Open lobby and turn lights on in key areas of the front office, unlock doors and sweep front porch area as necessary
  • Receive incoming calls on multiple lines and announce caller to employees; follow up with message as necessary or place in employee’s voicemail
  • Maintain daily calendar and assign conference rooms for meetings
  • Set up refreshments and fill ice buckets for conference rooms
  • Greet clients and escort them to assigned conference room; prepare coffee upon request
  • Maintain conference rooms, wash utensils, and restock inventory
  • Responsible for distribution of client and employee event tickets
  • Knowledge of workroom equipment operations and troubleshoot issues
  • Preparing packages for pick up and distribution on packages upon arrival.
  • Support various departments with miscellaneous tasks (event invitations, Christmas Cards, client gifting, purchasing and recording in spreadsheet, etc.)
  • Assist CSA’s with filing & misc. work
  • Filing management agreements & W-9s
  • Tearing down and filing WMRs
  • Execute in house lunches and client events
  • Print collateral materials, such as brochures and assemble as needed
  • Close lobby at end of business day, secure front doors and file drawers, and turn off lights
What you need to succeed:
  • High school degree
  • Basic software knowledge (Microsoft Outlook, Word and Excel)
  • Previous multi-line telephone experience a plus
  • Notary or willingness to obtain notary

Meet Your Recruiter

Lauren Carney
Marketing & Operations Specialist

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