Office & Administrative Support Associate

As a member of our Office & Administrative Support team, the OASA functions as an “officer of first impressions”, playing a critical role in delivering an unparalleled client experience and advancing the mission of our business to design, build, and protect financial lives.

Working in tandem with our Client Service, Facilities, Supplies, & Client Experience teams, the OASA will be instrumental in creating a welcoming atmosphere for clients and associates alike, greeting them with a warm smile, a spirit of care, and helping with a variety of administrative and office support functions.

This position is part time Tuesday, Wednesday, Thursday from 830 am-500 pm and is located in our Colorado Springs Office.

Essential Duties And Responsibilities

• Providing concierge services – ordering meals, making reservations, calling for taxi/car service, etc.
• Managing mailing and shipping for all office locations - distributing daily mail, shipping packages, scanning/printing, and coordinating with mail and shipping vendors
• Managing the phone system - answering inbound calls and voicemails
• Maintaining the appearance and functionality of shared spaces – submitting requests to the Facilities/Real Estate team when conference rooms, break rooms, patios, and other public spaces require maintenance; ensuring that every space is safe, clean, and inviting
• Presence in the office – being physically present in the assigned office every business day (exceptions may include office closures, heightened COVID community status, etc.)
• Utilizing Freshservice and Salesforce systems for task management – providing administrative support to all BWP locations, including assisting with one time and/or recurring special projects; ensuring our associates understand how to use Freshservice and Salesforce to submit requests and monitor progress; maintaining service level standards

Experience, Knowledge, Skills

• Competency with Microsoft applications, primarily Word, Excel, and Outlook
• At least 2 years’ experience on a Client Service, Hospitality, or Reception/Office Support team
• Hands on experience with office equipment (i.e. printers, scanners, and phone systems)

Who is Buckingham Wealth Partners?

Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity.

Buckingham employs more than 600 associates in over 50 office locations nationwide.

Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.

Buckingham’s Awards & Accolades

• Top Registered Investment Advisers, Financial Times, 2020, 2019
• No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List
• Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
• Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016
• Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017
• Top Grower in Missouri in 2022, Citywire RIA
• Top 100 Wealth Managers, Forbes, 2015
• Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017