Greenspring Advisors is a leading independent advisory firm dedicated to helping individuals live their ideal lives. They are seeking an Administrative Associate to support the Chief Operating Officer and Chief Compliance Officer by managing client hospitality, maintaining the office, and assisting with regulatory compliance tasks.
Responsibilities
- Answer phones and front door
- Manage building services and vendor management (FedEx, etc.)
- Overall appearance and maintenance of kitchen/office/meeting rooms
- Confirm all visitors have been registered with building security
- Maintain supply of all office and kitchen supplies
- Coordinate firm entertainment/events and gifting to clients
- Client mailings, such as performance reports, newsletters and as-needed mailings
- Set up conference rooms (if applicable, tailor to client)
- Save monthly newsletters and disperse to the team
- Send faxes and scan documents (large documents and client statements received in mail)
- Assist with client and office scheduling (including client seminars)
- Assist Client Service Team as needed
- Point person for several software applications used by firm
- Assist CCO with detailed tasks
- Phone System oversight
- Assisting with basic troubleshooting (printers/scanners)
- Assist CCO with compliance tasks
- Ad hoc projects
Skills
- Minimum 1-3 years in an administrative role at a professional services firm and/or comparable setting
- Always focused on client needs and customer service
- Detail-oriented and methodical
- Demonstrated problem-solving abilities
- Follows up and follows through
- Exceptional organizational skills with a proven ability to multitask and manage multiple projects
- A team player with good interpersonal skills and the ability to build partnerships across all levels of the organization
- Excellent oral and written communication skills
- Ability to excel in a fast-paced, changing environment
- A self-starter who is assertive, proactive, independent, flexible, and accommodating
- Proficient in most Microsoft Office applications and Adobe Acrobat
- Comfortable learning and navigating new technology and software applications
- A two or four-year college degree is preferred
Benefits
- Health, Dental, and Vision Insurance Offered
- Health Savings Accounts and Flexible Spending Accounts
- 401(k) Plan with employer match and discretionary profit-sharing contributions
- GREEN Units (equity ownership in the firm after two years)
- Paid Time Off + Volunteer PTO
- Sabbatical after 7 years of service
- Paid Short-Term and Long-Term Disability Insurance
- Paid Group Life Insurance
- Employee Assistance Program
- Free financial planning and investment advice
- Annual professional development stipend for continuing education, courses, conference attendance, etc.
- Cellphone reimbursements
- Matching Gifts Program
- Stand-up desks, dual computer monitors, and team engagement events
- Pre-tax commuter benefits
Company Overview
Greenspring Advisors provides comprehensive financial planning, wealth management and investment advisory services to its clients. It was founded in 2004, and is headquartered in Towson, Maryland, USA, with a workforce of 51-200 employees. Its website is https://greenspringadvisors.com.
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