Office Coordinator (Part-Time) - WestPoint Financial Group

Triumph Wealth Management is seeking a Part-Time Office Coordinator to join their office in Madison, Wisconsin.  WestPoint Financial Group is assisting with the sourcing of this role.

The ideal candidate will be detail-oriented, proactive, and a self-starter - someone who can easily identify areas where they can make an impact.  The successful candidate must be organized, collaboration-minded, and considered highly communicative, exhibiting strong interpersonal skills.

This position is responsible for front office operations, including reception, and operates in the office Monday through Thursday, 8:30 am - 3:00 pm, and Fridays, 8:30 am - 2:00 pm.

Responsibilities:

Reception

• Greet and announce visitors in a friendly, welcoming manner
• Answer incoming calls and direct to appropriate party
• Manage advisor's calendar and schedule client meetings
• Manage client events

Office

• Open and close the office at stated business hours
• Sort and Distribute incoming mail including US mail, UPS, and FedEx
• Sign for, receive, and distribute packages delivered
• Maintain office machinery and supplies including postage meter, photocopier, and other office machines
• Maintain office and schedule conference rooms as needed
• Establish building access for new advisors, assistants and guests
• Provide telephone and voicemail training to new personnel
• Notify building management of maintenance requests 
• Assist with vendor management
• Ensure day to day operations are prioritized according to client and advisor needs and deadlines
• Responsibilities may be added at the manager’s discretion

Position Requirements:

• High school diploma or equivalent
• Associate or Bachelor's degree, preferred
• Proficient in Microsoft Office Suite
• Excellent telephone skills
• Strong interpersonal communication, organizational and multi-tasking skills
• Diplomacy skills
• Must be detail-oriented and proactive
• 1+ years administrative experience
• 1+ years insurance experience (preferred)
• No immigration sponsorship available for this role