Spruce Hill Capital, LLC

Location: GuilfordCT 06437 Document ID: A9240-3J45 Posted on: 2015-06-1506/15/2015 Job Type: Regular

Job Schedule:Full-time
Minimum Education: Not Specified2015-07-15
 

Office Administrator

Spruce Hill Capital, LLC, A Registered Investment Advisor, seeks a highly motivated experienced individual to join our dynamic team in the role as Office Administrator.  This role is critical to the company’s mission of delivering investment management and financial planning services of the highest quality to its clients. We are seeking a highly motivated individual with the desire to grow the position and responsibilities. 30-40 hours per week.

Title: Office Administrator

Job Description: This position will cover all aspects of general office administration and provide assistance and support to the advisors and senior staff members.

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Principal responsibilities:

  1. Manage Advisor’s schedule by scheduling appointments and provide all follow-up to clients regarding appointments.
  2. Maintain Junxture (CRM) program and annual review scheduling process.
  3. Assist with Morning Star Office program and help facilitate quarterly fee billing process.
  4. Assist with quarterly reporting and annual tax reporting.
  5. Maintain scanning and electronic record keeping.
  6. Assist with marketing tasks, newsletter production, gift program, seminars, and social media marketing.
  7. Manage reception of incoming calls, greet clients, and prepare conference room for meetings.
  8. Assist with other tasks as needed

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Required knowledge/skills/competencies:

  • BS/BA in Finance, Economics, or Business Administration preferred;
  • Experience in RIA and or the financial services industry preferred;
  • Detail-oriented; strong math, decision-making, and analytical skills;
  • Experience with Windows, MS Office Suite; 
  • Superior interpersonal, verbal, and written communications skills;
  • Ability to accomplish complex projects and task with minimal supervision;
  • Work effectively as part of a team.