Part-time Office Administrator

Concord, New Hampshire, United States | Full-time

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Seeking the extraordinary<sup>TM</sup>! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.

With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the word for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people, and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.

Join The Colony Group in making your everyday extraordinary!

The Colony Group seeks a motivated and qualified individual for the position of Office Administrator. The individual selected for this opportunity will be dedicated to client service and have the highest ethical and professional standards of excellence.  The Office Administrator will provide a broad range of technical and client management support to the company’s operational management and certain members of its financial counseling team as well as serve as the company’s receptionist.

Primary responsibilities for this position include:

  • Managing the reception function of the office, assist in answering and directing calls from main reception line, greeting clients and other visitors, managing incoming and outgoing mail and fax communications.
  • Ordering supplies and keeping an updated inventory; keeping supply areas in an organized state.
  • Scheduling conference room usage and keeping rooms always clean and neat.
  • Support local advisory team and investment professionals on client matters.
  • Providing administrative assistance including planning travel for certain team leads.
  • Managing the day-to-day interaction with certain of the company’s vendors and troubleshooting equipment failures and maintenance.
  • Maintaining company databases/technology, including its CRM, scanning of client documents (tax returns, investment statements, estate docs, etc.) into the document management system, hosted phone solution, imaging files, video conferencing, and others as needed.
  • Prepare internal presentation materials as needed (pipeline reports, Power Point presentations).
  • Manage local client communications, including emails and book deliveries, and coordinate the office’s Giftology program.

The position requires:

  • A minimum of 2 years administrative experience in financial or professional services.
  • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology.
  • Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills. 
  • Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands; and
  • Basic understanding of financial services.