Overview

If you are looking to build your career with a firm that puts the client first, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.

Mariner Wealth Advisors is currently looking for an Office Manager in State College, PA. This person will be responsible for managing all the office administrative tasks and will be the first point of contact for clients visiting or contacting the office. 

Responsibilities

• Manage all administrative aspects of the State College office.
• Order office supplies.
• Create and maintain necessary files, spreadsheets and contact lists.
• Organize and provide information as required.
• Complete required paperwork and documentation and create guide documents.
• Answer and direct phone calls, greet and assist guests.
• Build and maintain relationships with clients.
• Schedule and coordinate trips, office events and meetings.
• Onboard new clients.
• Oversee billing and process invoice and reimbursement requests.
• Handle advisors’ material requests, including sample proposals, brochures, and other marketing materials.
• Research, compare costs, and prepare quotes for acquisition of new office equipment and/or furnishings.
• Assist with a variety of administrative requests, including 1099 statement requests and DocuSign account applications.
• Handle general administrative responsibilities and work special projects, as assigned.

Qualifications

• A minimum of 4 years of prior administrative work experience.
• Great customer service, organizational & problem-solving skills.
• Detail oriented with the ability to multi-task.
• MS Office (Word, Excel) required.
• Must maintain high ethical standards and integrity.
• Wealth management industry experience will be preferred.
• Bachelor's degree preferred.

Mariner is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do. 

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. 

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Barron’s Top RIA Firms: Barron’s awarded 2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 – 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron’s uses to rank firms is proprietary. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 – 2023). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.

Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.