Office Administrator

Sullivan Financial Advisors, a 20-year-old business whose purpose is aboutlife at maximum potential, welcomes you. We all work together towards a goal of bringing in 1 billion in assets under management within the next 10 years. We specialize inholistic financial planning, our sweet spot. If you want to belong to a team that does that well every day, this company’s a great fit for you. Our clients are fun, open-minded Connecticut shoreline women, 40-55, head of household and decision-makers, with $1M+ investable assets. If you have experience working with this type of client – or want that experience – this role will be a great fit. You will love it here if these things resonate with how you show up: Doesn’t Give Up. Committed to finding solutions for both clients and team members, going above and beyond to deliver results. Takes ownership of both successes and setbacks—when setbacks happen, they become teaching moments. Uses the Experience Transformer to turn challenges into positive learning opportunities, enhancing processes for the future. Positive + Fun: Maintains an upbeat attitude that creates a comfortable and relaxed atmosphere, contagious to both clients and colleagues. Fosters a fun work environment, even in high-stress situations, to help clients feel at ease when they may be overwhelmed. Problem Solver / Innovative: Proactively seeks solutions independently before consulting leadership, bringing creativity and innovation to client experience and company efficiency. Stays current with industry trends and technology, constantly seeking ways to improve and implement with the team. Great With People / Client-Centric: Naturally engaging with clients, prospects, industry colleagues, and team members, fostering a positive and fun environment. Builds strong, long-term relationships and ensures a client-centric approach is always a priority. Eager (to grow + jump in):Committed to both personal and professional growth, readily takes on new challenges with a proactive, positive attitude. In a small firm, demonstrates a willingness to jump in wherever needed to keep the team on track and ensure client success. Empowered: Creates an environment where clients and team members feel supported to take initiative and develop skills. Empowers clients with the knowledge and confidence to manage their financial futures, making informed decisions independently. Sees it through to the end: Follows through on tasks, consistently delivering on commitments. Always does what they say they will do, ensuring reliability and trustworthiness in every project. You’ll love coming to work every day if you get, want, and have the capacity to do: General Administrative TasksIncluding, but not limited to: Daily mail sorting Scanning files, receipts & invoices, etc. Maintenance of folder and filing systems Updating new account and termination logs/folders Other tasks as needed Conference room maintenance/meeting set up Office supply maintenance Vendor relationshipsClient Service SupportSupport coordination of client onboarding and review meeting preparation, in alignment with Prospect Lifecycle Assist with client gift and appreciation programs Support client event planning and coordination Build and maintain client relationships Assist with client communication programs and templates Travel & EventsResearch and book flights, hotels, and transportation Create detailed travel itineraries Coordinate conference and event registrations Assist with coordination of team events and client appreciation activities Executive SupportCalendar coordination + management Handle confidential communications and documentation Assist in preparation of materials for presentations and meetings Coordinate with other team members and stakeholders CRM Management + Digital File OrganizationUpdate and maintain client records in CRM system Input new client information and contact details Assist with data cleanup and verification Generate basic CRM reports as needed Required Skills & QualificationsFamiliarity/experience withMicrosoft Office + Teams Zoom io Redtail CRM (preferred) Envestnet, Tamarac, Schwab (preferred) Constant Contact WordPress General technology savviness and ability to troubleshootWe train our team to help them succeed, and everyone on our team helps with our success. In this role, you’ll be accountable to hit the following numbers each week: # scheduled meetings without conflicts % of assigned tasks completed on time, without error % of meetings with agenda, materials, and room prepared in advance If you want to come to work, learn, and hit those numbers, you’ll be recognized and rewarded. Our company runs on EOS. That means as a member of this team, you will have a leader who: Gives clear directions and makes sure you have the necessary tools Acts with the greater good in mind Takes time to truly understand your role and how you can help the company Makes their expectations clear Rewards and recognizes your performance