Office Manager - Exencial Wealth Advisors

Exencial is a high growth company in the Wealth Management Space. We are routinely in the top 100 Wealth Advisors Nationwide, and we are looking for a great addition to the Guilford CT team. Exencial is an RIA that offers a full suite of financial services including all facets of wealth management such as financial, estate, and tax planning, portfolio management, and executive compensation and services. 

The front desk Receptionist/Office Manager will be the first person our clients see when they come into our office, and the first person they talk to when they call the office. We strive to deliver an extraordinary level of client service and that stars with this position. 

Duties/ Responsibilities to include: 

• Receiving clients and visitors at the front desk by greeting, welcoming, and making sure they are well taken care of as soon as they set foot through our doorway. 

• Answering, screening, and forwarding incoming calls. 

• Receiving and sorting mail daily. 

• Sending mail, Fedex, and UPS. 

• Office inventory management- beverages, office supplies, cleaning supplies, etc. 

• Ensuring the reception area, workspaces and client meeting spaces are clean, tidy, and presentable. 

• Prepare and process client maintenance requests. 

• Monthly/Quarterly report mailings and downloads 

• Participate in Operational Audits as a part of the Operations Team 

Requirements: 

• Outstanding service minded attitude

• Proficiency in Microsoft Office Suite 

• Excellent organizational skills 

• Professional attitude and appearance 

• Solid written and verbal communication skills 

• Lift/Carry 25 lbs on occasion 

• Works in office. Not remote eligible. 

The person we hire will be based primarily on organizational culture fit and secondarily on skills. Ideally, this person will be very collaborative in nature as we operate in a team environment. They should also be proactive in the way they approach their work and weigh decisions for short- and long-term implications, our culture is very entrepreneurial in nature, and we pride ourselves on being better today than we were yesterday. We are a company where you can drive your own outcomes and the only thing that limits our success is a lack of contributions to our teams or organization. We feel that to continue to be a leader in this space, we have to have the right people doing the right things in the right places. We strive hard to do this and we look forward to seeing if you will be a great fit for us, and if we are a great fit for you.