Administrative Assistant/Reception - Quotient Wealth Partners

Position Summary: We are seeking a highly organized and proactive Administrative Assistant/Office Manager/Receptionist to join our team. The ideal candidate will be responsible for managing the day-to-day administrative functions of the office, supporting the leadership team, and ensuring a smooth and efficient office environment. This role requires excellent communication skills, attention to detail, and the ability to handle multiple tasks simultaneously.

Key Responsibilities:

Office Management:

• Oversee the daily operations of the office, including maintaining office supplies, equipment, and facilities.
• Coordinate office maintenance and repairs as needed.
• Manage office budgets and expenses, including processing invoices and expense reports.
• Ensure a clean, organized, and professional office environment.

Administrative Support:

• Provide administrative support to the leadership team, including scheduling appointments, managing calendars, and coordinating meetings.
• Prepare and edit correspondence, reports, presentations, and other documents as needed.
• Handle incoming and outgoing mail, email, and phone calls, ensuring timely and professional communication.
• On occasion, assist with client onboarding and account management, including preparing and processing necessary documentation, and sending cards and gifts in the mail.

Client Service:

• Serve as the first point of contact for clients, providing a warm and professional welcome
• Address client inquiries and requests promptly and efficiently.
• Assist with organizing client events, meetings, and seminars.

Data Management:

• Maintain accurate and up-to-date client records and files.
• Manage and update the client relationship management (CRM) system.
• Assist with data entry and reporting as needed.

Compliance and Confidentiality:

• Ensure compliance with company policies and industry regulations.
• Handle sensitive and confidential information with discretion and professionalism.

Receptionist Duties:

• Greet and welcome clients and visitors with a positive and professional demeanor.
• Answer and direct incoming phone calls to the appropriate team members.
• Manage the reception and common areas, ensuring they are always tidy and presentable.
• Schedule and confirm client appointments, meetings, and conference room bookings.
• Assist with general inquiries and provide information about the firm’s services.

Qualifications:

Proven experience as an administrative assistant, office manager, receptionist, or similar role.

Skills and Abilities:

• Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with CRM software.
• High level of professionalism and attention to detail.
• Ability to work independently and as part of a team.
• Strong problem-solving skills and a proactive and autonomous approach to tasks.

Benefits:

• Competitive salary based on work experience with performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• Paid time off (25 days) in addition to 10 paid holidays and 2 floating holidays.

About Our Firm:

Quotient Wealth Partners is an independent financial advisory firm with offices in Dallas, Houston, San Antonio, Denver and Morristown. We are dedicated to providing comprehensive wealth management services with a strong commitment to excellence and a client-centric approach. We have established ourselves as trusted, fiduciary partners in helping individuals and businesses achieve their financial goals.

Quotient Wealth Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.