What we are looking for -

We are looking to add STAR client service/administrative professionals to our dynamic and growing Client Service Operations Team as an Associate. This roll is accountable for both Administrative and Associate work in a team setting to assist in replying to client needs and performing administrative tasks. 

This position requires superb and highly polished client service skills. (So if excellent client service is not your thing – this probably isn’t the job for you.)

You will -

• Answer requests in a timely and professional manner
• Provide ad hoc support to Directors and Managers in the office
• Prepare expense reports and light calendaring 
• Primarily accountable for taking care of the kitchen and other common spaces, keeping them clean and restocking when necessary 
• Ordering groceries and office supplies as needed 
• Picking up and dropping off mail and overnight packages
• Be the liaison with Property Manager regarding maintenance and repair 
• Participate in departmental and ad hoc projects 
• Establish and maintain client access to our online portal 
• Greet clients and vendors at the front desk
• Participate in new hire onboardings 
• Plan birthday celebrations and other office events 
• Become familiar with Client Service Operations policies and procedures
• Maintain client documents and records in accordance with compliance policies including filing hardcopies and/or scanning of documents
• Be part of a small team monitoring a joint email inbox and Business Process workflow queue throughout the day
• Show initiative and take ownership of each task from start to finish
• Communicate effectively in a positive manner to your teammates in person, through instant messaging, and emails throughout the day

We are looking for - 

• 1-2 years in an administrative assistant role in an office environment Experience in a professional services environment, preferably in financial services and/or investment management is a plus
• Some experience with planning office events and outings 
• Some college education, Bachelor’s Degree preferred
• Proficient in Microsoft Office (Word, Excel and PowerPoint)
• Ability to follow detailed instruction with a high level of accuracy
• Impeccable ability to maintain confidentiality
• Excellent organizational skills
• A self-starter who takes ownership of projects as assigned and completes them with minimal supervision
• Ability to set priorities among a variety of tasks and occasionally a heavy volume of work
• Strong communication skills; must be comfortable communicating with all levels of employees
• Demonstrate pride, integrity and initiative in all aspects of his or her work
• Problem solving skills
• Must be a team player

We offer – 

• Collaborative fun environment
• 401(k) with company match
• Bonus program
• Competitive company contribution to medical benefits
• Flexible work arrangements
• Continuing education assistance program

We are – 

ASPIRIANT IS A leading independent wealth management firm. 

We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.

To Apply

Applicants should go to www.aspiriant.com, select the ‘Careers’ link in the footer search for open positions in Austin. From there attach a cover letter and resume for consideration. 

Aspiriant is an Equal Opportunity Employer and follows the guidelines for any applicable Fair Chance Ordinances.

www.aspiriant.com

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.