Assistant Office Leader - Midtown, Columbus

Job description

Job Summary

The Assistant Office Leader plays a vital role in supporting the Office Leader with the daily management and operations of the office. This position ensures efficient workflow, compliance with firm policies, and a productive work environment by assisting in supervising administrative staff, coordinating facility management, and implementing process improvements.

Job Duties and Responsibilities

Support the Office Leader in managing office operations and administrative staff; assist with overseeing daily workflow and office procedures; ensure compliance with internal policies and external regulatory requirements; help coordinate facility management and maintenance; contribute to developing and implementing strategies to enhance operational efficiency; monitor and report on office performance metrics; resolve operational issues and inquiries; collaborate with HR, IT, and other departments to optimize office solutions; maintain accurate and up-to-date office records; provide training and mentorship to team members; support continuous improvement in office operations; stay current with industry trends and best practices.

Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role.

Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Minimum Education

Bachelor's degree in Business, Administration, or related field; Minimum Experience: Minimum of 10 years of experience in office operations, administration, or related roles; Required Knowledge, Skills & Abilities: Strong leadership and team management skills; thorough knowledge of office management practices and regulatory requirements; excellent analytical, decision-making, and problem-solving abilities; outstanding communication and interpersonal skills; proficiency with office management software and systems; ability to work collaboratively with internal and external stakeholders.