Senior Office Administrator

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Premier Financial Group, a locally owned and operated fiduciary wealth management firm, is seeking to hire a Senior Office Administrator for their Eureka, CA office.

Premier’s Senior Office Administrator is a high-profile relationship lead for a high-performance organization and is responsible for ensuring the continuous delivery of exceptional service via daily front office tasks.

The Senior Office Administrator is responsible for:

  • Reception management – effectively and efficiently routing client and guest queries, managing a multi-line phone system, and leading a high-touch reception area experience for in-person visitors
  • Scheduling internal and external meetings for a team of 19 serving 500+ clients
  • Vendor ordering and relationship management
  • Professional client correspondence via phone, mail, and email
  • Fulfilling client requests and addressing service-related issues
  • Filing, scanning, and general office upkeep
  • Coordination of occasional community and private events
  • Special project coordination including the delegation of appropriate tasks
  • Presentation material preparation and other visual aids for client meetings
  • Participation in team meetings and ongoing professional trainings
  • Provides support for business development and marketing projects
  • Proofreading client correspondence
  • Ability to adhere to rules and regulations

Qualifications and Skills:

  • Minimum of 5 years of administrative experience in a professional setting and at least 5 years of customer service experience
  • A high school diploma or GED is required, college experience is preferred
  • Microsoft Office proficiency
  • Adobe Suite proficiency is preferred
  • Background in finance or banking is desired
  • Ability to maintain continuous attention to detail
  • Collaborate readily to effectively service the company, colleagues, and clients
  • Demonstrate passion for delivering exceptional customer service
  • Professional written and verbal communications
  • Produces work that is both accurate and high quality
  • Demonstrate effective time management skills
  • Displays an interest in supporting business development and marketing efforts

The ideal Candidate will have:

  • Strong administrative background in a professional setting
  • Career-oriented with a commitment and desire for long-term growth within the position
  • Passionate about supporting clients and team members
  • Excellent written and verbal communication skills
  • Exceptional time management skills
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Premier Financial’s Comprehensive Benefits Package Includes:

29 paid days off per year.

50% of “employee” portion of medical insurance paid by Premier.

$50k group life insurance premium paid by Premier.*

Employer-paid long-term disability insurance.*

401(K) plan with employer matching and profit sharing contributions. Premier covers all costs.**

Annual membership to Costco.

Annual membership with Cal-Ore Flights.*

Free, ongoing financial and retirement planning, including low and discounted management fees for employee and direct family.

Assistance with monthly gym membership and initiation fee.

Additionally, Premier covers the cost of continuing education and licensing for industry certifications, and honors employees with annual celebrations, team events, and professional coaching.

*After 6 months of service **After 1 year of service