Administrative Assistant - Mariner Wealth Advisors

Overview

If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.

This client-facing Administrative Assistant role is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care.  As one of the first associate’s clients connect with, the Administrative Assistant is instrumental in making sure clients have a positive experience that exceeds their expectations.  The primary responsibilities of the Administrative Assistant are to greet all clients and guests both in-person and via telephone, sort and direct incoming communication, maintain the atmosphere, organization and orderliness of all common areas of the office and assist with various ad hoc projects and support where needed.

Responsibilities

• Greet clients and guests in-person and via phone
• Set up, organize, and book conference rooms as needed
• Receive, sort and forward all incoming calls, facsimiles, USPS mail and overnight shipments to in-office recipients and remote office locations
• Monitor office, printing, and kitchen supplies, order as needed
• Create shipping labels, schedule courier services, and provide copy support as requested by various individuals of the organization
• Assist in printing and binding presentation books and materials
• Regular scan and fax operations
• Assist in event planning activities
• Set up workstations for new associates
• Providing support as needed to various business leaders

Qualifications

• 3+ years’ experience working in a service-oriented role within a professional environment is preferred
• Has positive attitude, with an exceptional client service demeanor
• Exceptional written and verbal communication skills
• Ability to take direction from various individuals
• Great organizational and multi-tasking skills
• Working knowledge of Microsoft Word, Excel and Outlook

Mariner Wealth Advisors is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do. 

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. 

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Barron’s Top RIA Firms: Barron’s awarded 2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 – 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron’s uses to rank firms is proprietary. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 – 2023). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.