Office Support Specialist

Focus Partners Wealth is seeking an Office Support Specialist. As a member of the Office & Administrative Support team, this role supports delivering an unparalleled client experience and advancing the mission of our business: to design, build, and protect financial lives. The Office Support Specialist will be instrumental in creating a welcoming atmosphere for clients and associates, greeting them with a spirit of care and providing support through a variety of administrative and office management functions for the designated advisory team.

This role is in office five days a week from 9am - 3pm (30 hours per week).

• Presence in the office – being physically present in the assigned office on most business days
• Managing the phone system – answering inbound calls, taking messages, and responding to voicemails
• Managing mailing and shipping for all office locations – distributing daily mail, shipping packages, scanning/printing, and coordinating outgoing packages with mail and shipping vendors
• Maintaining the appearance and functionality of shared spaces – submitting requests to the team when conference rooms, break rooms, patios, and other public spaces require maintenance; ensuring that every space is safe, clean, and inviting
• Providing concierge services to advisory team in supporting clients and/or in-house events – ordering meals, making reservations, calling for taxi/car service, etc
• Utilizing Fresh Service and Salesforce systems for task management – providing administrative support to designated location’s advisory team, including assisting with one-time and/or recurring special projects; ensuring associates understand how to use Fresh Service and Salesforce to submit requests and monitor progress; maintaining service level standards
• Onsite event support – assisting the Client Experience team in delivering internal and client events; preparing materials and providing onsite support as needed

• High School/GED required, college attendance is helpful (may be substituted in lieu of direct work experience)
• At least 2 years’ experience on a Client Service, Hospitality, or Reception/Office Support team
• Competency with Microsoft applications (Word, Excel, TEAMS, and Outlook)
• Experience using customer relationship management (CRM) software and online shipping services
• Hands-on experience with office equipment (understanding connectivity and use of printers, scanners, phone systems, and postage machines)

Compensation and Benefits The Office Support Specialist is a non-exempt position. The annualized base pay for this role is expected to be $22.00 per hour. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees.

Other rewards may include an annual cash bonus and a comprehensive benefits package.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit  or follow the company on Linked In.

Focus is an equal opportunity employer. We do not discriminate on the basis of protected status under applicable law.

Voluntary self-identification of race/ethnicity, sex, and disability status is requested in accordance with OFCCP guidelines. Completion is voluntary and will not affect hiring decisions. Any information provided will be kept confidential and used solely for compliance reporting.