• Responsible for cleanliness, organization, general flow and purchases of the entire office of 40 employees
• Own/organize/maintain snack and beverages and office supplies
• Play a major role in coordinating firm-wide and team specific events
• Responsible for office lunch catering; must be able to take feedback and make appropriate adjustments
• Assist in various scheduling needs for the office
• Maintain and manage relationships with office vendors; technology, snacks, catering etc.,
• Perform general clerical duties including, but not limited to, receipt and routing of all office mail, photocopying, faxing, scanning, mailing, filing, uploading documentation to proper sources, distributing mail etc.
• Complete expenses for certain team members
• Coordinate employee onboarding/offboarding tasks
• Assist team remotely with satellite office tasks as needed
- 0-3 years of experience supporting fast-paced, high-performing teams in an administrative capacity
- Candidate must thrive and be able to keep up with an everchanging, fast-paced environment
- High-level of integrity and discretion is a must
- Experience anticipating needs and issues
- Must have high attention to detail
- Exceptional organizational and communication skills
- Exceptional relationship buildings skills both inside and outside of the organization
- “No task is too small” mentality
- Bachelor’s degree is required
What We Do
IEQ Capital is Registered Investment Advisor, with $18B RAUM*, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
*As of 3/31/22; *RAUM as of 12/31/2021 as reported in IEQ Capital’s Form ADV filed in March 2022 totaled $17.8bn.
The content of this website is for general, informational purposes. Nothing contained on this website should be construed as an offer to sell or the solicitation of any offer to buy any security or other financial instrument or product offered or managed by IEQ or any other issuer or company. The provision of this information does not constitute the rendering of investment, consulting, legal, accounting, tax, or other advice or services. Information on this website should not be the basis of or be relied upon for making business, investment or other decisions or used as a substitute for consultation with professional advisors, nor should it be construed as advice, endorsement or recommendation. Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.
