Office Manager

Description

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities

Front Desk Management : Greet clients and visitors with a warm and courteous demeanor. Answer and direct incoming calls promptly and professionally. Manage inquiries and provide accurate information or redirect as necessary.

Client Interaction : Schedule appointments and coordinate meetings for clients and wealth advisors. Assist with client inquiries, requests, and basic account inquiries.

Office Coordination : Maintain the reception area, ensuring it is tidy, organized, and well-presented. Manage conference room bookings and coordinate meeting logistics.

Administrative Support : Provide general administrative support, including data entry, filing, scanning, and document preparation. Assist with mail distribution and shipping services.

Communication Liaison : Serve as a communication hub between clients, advisors, and internal departments. Relay messages and ensure timely delivery of information.

Visitor Management : Issue visitor badges, maintain visitor logs, and ensure adherence to security protocols. Monitor and manage access to the office premises.

Team Support : Assist other administrative staff and departments with overflow work, as needed. Collaborate with team members to ensure seamless office operations.

Compliance and Confidentiality : Adhere to company policies and procedures, including confidentiality agreements. Handle sensitive information with discretion and maintain client confidentiality.

Qualifications & Requirements

High school diploma or equivalent; additional certification in Office Management or related field is a plus.

Proven experience as a Receptionist, Front Desk Representative, or similar role in a professional environment, preferably within financial services or a corporate setting.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and office equipment (e.g., printers, copiers, fax machines).

Excellent verbal and written communication skills; ability to interact professionally with clients and colleagues.

Strong organizational skills with the ability to prioritize tasks and manage time effectively.

Attention to detail and accuracy in handling administrative duties and client information.

Positive attitude, proactive approach, and strong customer service orientation.

Ability to maintain composure under pressure and handle multiple tasks efficiently.

Competencies

Communication

Organization

Time management

Confidentiality / discretion

The essential job functions and competencies contained in this document describe the general nature and level of the work performed by personnel assigned to the job.  They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job.  The tasks and procedures involved in the performance of the job responsibilities may vary from day-to-day.  Major changes in areas of responsibility will require revision.

Pay Information

This position is non-exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $20-25 USD per hour. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

What You can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through :

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.