SBSB Career Opportunities

Operations Specialist | Office Management

Location: McLean, VA
Date Posted: 03-07-2018
Operations Specialist | Office Management
Sullivan, Bruyette, Speros & Blayney, LLC (SBSB) has a current opening for an Operations Specialist - Office Management to join our Wealth Advisory Practice in McLean, VA.  This position provides operational and administrative support to the firm, reporting to the Chief Operating Officer.
About SBSB
Are you looking to be part of a collegial team at a successful firm?  SBSB takes a thoughtful, thorough, and personalized approach to providing financial planning, portfolio management, tax, and fiduciary services to our clients.

SBSB is committed to investing in our people and nurturing team members who embrace our philosophy of developing deep expertise, providing excellent client service, and putting clients’ needs first. Our collaborative, team-oriented environment results in exceptional opportunities for long-term professional development.

Key Roles and Responsibilities
Client Reception
  • Front desk reception coverage.
  • Maintain conference room calendars.
  • Answer main phone line.
  • Oversee incoming and outgoing mail and packages.
Office Management
  • Maintain, monitor and order firm office supplies.
  • Keep common areas stocked, neat and clean.
  • Coordinate requests to building maintenance.
Accounts Payable/Receivable Support
  • Coordinate approval of vendor invoices and process invoices to ensure timely payment.
  • Maintain accurate vendor invoice records.
  • Assist with client payment deposits.
Tax Department Support
  • Provide general administrative support to the Tax Department.
  • Process incoming and outgoing tax returns.
Client Communications/Gifts
  • Coordinate firm gifts for referrals, celebrations, sympathy and holidays.
  • Assist with client communication mailings.
General Administrative Support
  • Organize and save third party statements.
  • Assist with client events.
  • Assist departments and teams with general administrative support as needed.
  • General Administrative duties include activities such as processing expense reports, information tracking, copying, typing, etc.
Key Operations Specialist Requirements:
  • Associate's Degree preferred; Bachelor's Degree a plus.
  • Strong computer software, organizational and administrative skills required.
  • Ability to work independently and within a team environment.
  • Ability to manage multiple demands and competing priorities to meet tight deadlines.
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