Front Office Administrator

Job Description

Job Description

Centura Wealth Advisory is seeking a Front Office Administrator to join our Operations Team. Centura is a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals / families. The Front Office Administrator will take ownership of facility operations, company administration, events, and more. The ideal candidate has high emotional intelligence, is adaptable, has a positive, "can-do" attitude, is highly organized and can handle managing multiple projects while executing the day-to-day functions of the role and providing support to all office staff. In addition they will embody all of Centura's core values and are humble, hungry to learn, and smart.

Roles and Responsibilities :

The key areas of responsibility include :

• Manages day-to-day office needs ensuring supplies are stocked, including kitchen / groceries, and that areas are tidy.
• Manages spending for cafeteria and general office ordering / supplies to ensure it is within company budgets.
• Greets in-office visitors by offering them a drink, checking them in and making sure that those they are meeting are notified.
• Supervises in-office visitors to meet compliance standards.
• Provides 1st line of support for main calls.
• Supports the on-boarding of new employees.
• Schedules meetings for company or administrative team as needed.
• Schedules and organizes travel for out-of-town visitors.
• Creates shipping labels as needed for on-boarding, off-boarding or other company needs.
• Receives mail and appropriates scans / logs for each department need, including custody of client assets (checks), legal / compliance, and contracts (insurance), ensuring sensitive materials are shredded once properly cataloged.
• Takes company minutes for weekly stand-ups or other company-wide meetings as needed.
• Supports the execution of companywide events.
• Performs other related duties as assigned.

Qualifications & Experience :

Experience :

Knowledge, Skills and Ability :

Software usage & proficiency :

What we provide you :

At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.

Centura Wealth Advisory, located in San Diego, is an SEC Registered Investment Advisory firm delivering innovative wealth management services to affluent families, local business owners, and charitable organizations. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total wealth efficiency and purpose to those looking to liberate their wealth.

We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. The salary range for this position is $25 / hr. - $27 / hr., plus bonus