Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Office Manager for our Greensboro, NC office. The ideal candidate will be responsible for managing the office, assisting the firm’s daily operations, event planning and providing administrative support to the team.  This candidate will join a highly talented team of wealth management and client service professionals to help their clients align their life and their wealth.  The team serves clients in three key areas: providing access to sophisticated investment management, life and legacy planning and impact initiatives. 

Responsibilities

• Managing the general office functions including phone systems (zoom), mail, faxes and maintenance of office equipment (including copiers, computers, etc.) and business services.  Daily overnight package drop off as needed.
• Managing the Scheduling function for all Client Meetings primarily using Calendly for multiple advisors and teams
• Preparing for client meetings by assembling client statements, printing/binding all deliverables and preparing the meeting rooms – includes greeting clients by name and extending hospitality
• Ordering of food and beverage for meetings and at times picking up/ delivering
• Maintaining office supplies and reordering as needed, keeping kitchen and common areas tidy
• Correspondence with building management regarding work order requests, or suite, building and parking concerns
• Assisting with Operational tasks such as billing, accounts payable, and working with the Beacon Pointe Reporting Team to address reporting issues across our CRM and other systems
• Event coordination and ownership
  • Holiday parties, work related happy hours, client events, team building activities, WAI events, etc.
• Support local office marketing activities and projects
  • Attend/ participate in firm marketing conference calls
  • Collaborate with HQ marketing and compliance to ensure all marketing materials are up to date and compliant
  • Communicate changes and important info to advisors and staff
  • Ownership of ordering and maintaining office supplies through StorFront (online portal for all BP branded specific products)
• Input and updating of client information into various internal systems including CRM (Salesforce); creating and generating reports
• Delivering client/ prospect communications
  • Ownership of BP bulk email correspondence and Client Birthday Cards
• Reviewing, editing, adding graphics, etc. to presentations, letters and other various communications
• Administrative tasks as directed by partners of the firm; this may include travel arrangements, setting and coordinating of meeting requests and other business critical needs
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

• Aligns with Beacon Pointe Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service
• Four-year college degree
• Exceptional interpersonal and verbal/written skills
• Projects hospitality, warmth and a desire to serve
• Must be organized, detail-oriented and able to multitask
• Proven ability to work in a fast-paced, evolving work environment
• Enthusiastic demeanor and exhibits professional initiative
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.) is a must
• Tech and AI savvy mentality and ability to understand various system components (Zoom, SalesForce, Calendly, Tamarac, Microsoft Office applications)

About the Beacon Pointe Family of Companies

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.