Office Coordinator - LeafHouse
Austin, TX 78730
About the Job
About LeafHouse:
LeafHouse specializes in creating investment solutions including fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, IRA & HSA solutions, and enterprise technology.
The firm has the organizational strength and technological platform to meet the needs of clients and partners. LeafHouse collaborates with plan sponsors, advisors, recordkeepers, investment managers, and administrators to develop creative solutions and build partnerships. The firm aims to make people’s financial lives better by providing strong client service, modernizing technologies, increasing communication, and improving data insights.
Office Coordinator Job Description:
The Office Coordinator (OC) is primarily responsible for serving as the first point of contact and overseeing the daily operations for company headquarters in Austin. The OC will coordinate office activities and operations while providing clerical and administrative duties.
We are seeking a highly organized and proactive Office Coordinator to manage day-to-day office operations, ensuring a smooth and efficient work environment. The ideal candidate will have excellent communication skills, a keen eye for detail, and the ability to juggle multiple tasks with ease. The Office Coordinator will serve as the key point of contact for all office-related matters and play a critical role in supporting both administrative and operational needs.
This is an in-person position reporting to a professional office daily Monday-Friday 9:00am-5:00pm.
Roles and Responsibilities:
Qualifications:
Required Skill and Abilities:
LeafHouse specializes in creating investment solutions including fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, IRA & HSA solutions, and enterprise technology.
The firm has the organizational strength and technological platform to meet the needs of clients and partners. LeafHouse collaborates with plan sponsors, advisors, recordkeepers, investment managers, and administrators to develop creative solutions and build partnerships. The firm aims to make people’s financial lives better by providing strong client service, modernizing technologies, increasing communication, and improving data insights.
Office Coordinator Job Description:
The Office Coordinator (OC) is primarily responsible for serving as the first point of contact and overseeing the daily operations for company headquarters in Austin. The OC will coordinate office activities and operations while providing clerical and administrative duties.
We are seeking a highly organized and proactive Office Coordinator to manage day-to-day office operations, ensuring a smooth and efficient work environment. The ideal candidate will have excellent communication skills, a keen eye for detail, and the ability to juggle multiple tasks with ease. The Office Coordinator will serve as the key point of contact for all office-related matters and play a critical role in supporting both administrative and operational needs.
This is an in-person position reporting to a professional office daily Monday-Friday 9:00am-5:00pm.
Roles and Responsibilities:
- Oversee the general upkeep and appearance of the office, including coordinating with cleaning and maintenance vendors.
- Maintain office supplies inventory by anticipating needs, placing orders, and managing vendor relationships.
- Greet visitors, manage phone lines, and handle mail distribution in a professional and friendly manner (including FedEx drop-off)
- Maintain, organize, and order new office supplies and coordinate maintenance of office equipment
- Assist in organizing office meetings, events, and other team activities, both virtual and in-person.
- Organize and send marketing materials and merch for Sales events
- Respond to and resolve administrative inquiries and questions
- Support the Human Resource department as necessary by working with expense reports
- Performs other related duties as assigned
Qualifications:
- High school diploma or equivalent required
- Minimum of 3 years of experience in office coordination or administration.
- Legally authorized to work in the US
Required Skill and Abilities:
- Excellent verbal and written communication skills
- Excellent organizational skills and attention to detail
- Effective time management skills with proven ability to manage multiple tasks and projects simultaneously
- Always display a high level of professionalism
- High level of discretion and confidentiality.
- Ability to prioritize tasks
- Ability to function effectively in a high-paced environment
- Basic understanding of how to operate standard business equipment
- Experience with computer applications including but not limited to: Microsoft Office Suite, Outlook, and Acrobat
- Demonstrate initiative to take on new projects and learn new skills
- Ability to work independently
- Able to meet physical requirements such as but not limited to, standing, walking, bending, twisting, stooping, reaching, climbing ladders, cutting wire, lifting and maneuvering up 50 lbs. or more without assistance, and more.
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Source : LeafHouse
