Office Coordinator

Job Description

Posting Description

Who We Are:

Fiducient Advisors, formerly DiMeo Schneider & Associates LLC, opened its doors on May 1, 1995, striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, nonprofit organizations, private clients, and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. This begins by providing advice that addresses each client's unique concerns, obligations, and goals. We operate with over 180 professionals nationwide, supporting our distinct purpose of helping clients prosper. We strive for professional satisfaction by upholding our firm guideposts by ensuring we check egos at the door, take accountability, and are thoughtfully driven.

Fiducient Advisors is looking for an Office Coordinator to join our team. The Office Coordinator is responsible for creating a positive first impression of the firm and helps drive new efficiencies to deliver world class client, employee, and operational service excellence.

Responsibilities:

• Answer incoming calls and properly direct calls to the most appropriate team members.
• Greet clients and visitors to the office (ensuring they have a positive first impression); offer refreshments; determine the most appropriate team member to direct them to as needed.
• Open and close the office; maintain continual professional appearance of the office common and meeting areas (reception, break room, conference rooms, kitchen etc.).
• Prepare conference rooms for meetings – set up and take down followed by cleaning.
• Open incoming mail and direct to appropriate parties and process outgoing mail.
• Assist with organizing client and company functions as needed.
• Assist with office shifts and office set ups as needed.
• Provide office support: order food/supplies; restock supplies; accept deliveries, etc.
• Serve as liaison with property management for cleaning, temperature, repairs, etc.
• Serve as office POC for all external vendors/vendor relations.
• Collaborate with IT for set up of New Hire workstations.
• Creating New Hire access cards and welcome swag bags.
• Maintaining admin on & off boarding tracker as it related to office access and internal technology systems.
• Assist Manager with special projects as requested.

Required Education, Professional & Technical Experience:

• College degree (preferred).
• At least 3 years of administrative or other relevant experience
• Proficiency in Microsoft Office is required; experience with any CRM, portfolio management and document management software is a plus.
• Flexible when priorities shift, resourceful and able to work autonomously
• Continuously exhibits personal integrity and professional initiative.
• Reliable, follows through on commitments, does not shrink from new challenges.
• Detail oriented with a high level of accuracy and a passion for organization
• Demonstrates a commitment to accuracy by delivering high quality work.
• Proven prioritization and time management skills

Essential Traits:

• Thoughtful ability to establish rapport and build relationships.
• Exceptional communication in a public setting with notable writing and presentation skills.
• Adaptability when priorities shift and able to work independently.
• Sound judgment and problem-solving skills.
• Innovative, curious, and enthusiastic.
• Detail-oriented with a high level of accuracy and organization.
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging.

Work Environment & Travel Requirements:

• This role may travel up to 5% of the time for training and or business/events.
• This role is 4 days in the office and one day hybrid (work from home).

What We Offer:

Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. The base salary range for this position is $38,000 – $58,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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