Set up the workspace with necessary equipment (e.g., laptop, monitor)
Offboarding:
Collect access cards and other company property
Ship employee Items home
Employee Events
Planning and Execution:
Coordinate logistics (venue, catering, invitations) for employee events
Manage event budgets and ensure timely communication with all attendees
Partner with the HR team for team building or recognition events
Mail
Open all incoming mail and ensure it gets delivered to the appropriate department
PRIVATE WEALTH SUPPORT
Administrative
Answer calls for executives
Coordinate in-person client meetings:
Schedule conference rooms, register guests into Prism building security system, meet and greet guests upon arrival.
Purchase, or order food for meetings, set up conference rooms for beverage service and food consumption. Client out silverware, mugs, glasses, and plates. Clean up after meeting.
Send Federal Express packages to clients often with a return label back to the company when a client needs to sign and/ or complete a document(s).
Review presentations for client meetings for typos and print and bind presentations.
Client Service
Enter clients/advisors into Salesforce and update contact information as needed.
Send out most of the secure emails for the team and download the secure emails we receive as well.
Work on monthly and quarterly deliverables that requires coordination with ICs, PWAs, Banking and then gets sent to clients.
Assist Brian Chan with new account onboardings and account changes, including updating fee schedules and coordinating with the client, filing IMAs and IPS'.
Assists Brian on inquiries relating to Client Private Bank clients.
Deposit checks on behalf of Client Private Bank clients. Walk them over to Lexington and 53rd building to deposit.
Send out quarterly and ad hoc e-mails blasts to clients via MailChimp.
Point person on sending out and managing incoming 1099 Tax documents for Client Private Bank clients.
Mail or send via ShareFile 20 quarterly letters to clients who don't receive email letter.
Mail hardcopy monthly statements to 26 clients.
Office Management Responsibilities
Support Office Management when needed or any other departments on an ad hoc basis.
Duties include presentation binding, entering guests into building security system, reserving conference rooms, greeting guests, and ordering food for meetings, etc.
Help with office mail as needed.
Notarize documents for other groups and any documents for clients or anyone in the
Hourly Wage Estimation for Office Manager-Part Time in York, NY
$40.00 to $51.00
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