TCV Trust & Wealth Management / Office Support Specialist
TCV Trust & Wealth Management (TCV), an independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations is seeking an Office Support Specialist to join their team in Richmond, VA.
The Office Support Specialist provides reception and office support to contribute to the overall efficient operation of the Company.
Benefits of the job:
Pay in the range of $36,000 - $50,000, offer commensurate with experience.
Majority employee-owned, ESOP eligibility after one year of service.
Comprehensive benefit package.
Strong company culture that supports community and charitable organizations.
Requirements:
Must possess a friendly and welcoming personality and excellent communication skills.
Must demonstrate professionalism, maturity and a proactive approach to responsibilities.
Must possess a high level of initiative and energy with commitment to accuracy and confidentiality.
Proven ability to meet deadlines and consistently deliver high-quality work.
Strong proficiency in Microsoft Office, particularly Word, Excel and Outlook.
Must possess a good understanding of company policies and procedures.
Office based, 8:30am-5:00pm.
Responsibilities:
Welcomes clients and visitors in a courteous and professional manner upon entry into the office.
Receives and directs incoming telephone calls and promptly routes them accordingly.
Manages the ordering and restocking of office and kitchen supplies.
Monitors and routes incoming faxes.
Coordinates storage retention and destruction with Iron Mountain.
Communicates with the property management team regarding facility maintenance needs.
Processes and distributes incoming and outgoing office mail ensuring timely delivery to staff and the mailbox each day. Maintains and monitors the returned mail log and follows up with outside branches accordingly.
Provides cross-functional support to Administration and Marketing by drafting correspondence as requested, preparing name or address change letters, coordinating mass client mailings and RSVPs and maintaining the contact database for clients and professionals utilizing Microsoft Word and Excel.
Performs various duties as backup for Operations including check printing/distribution, FinCen searches, SEC 13F searches, wire transfer approval and maintaining various audit logs.
TCV is focused exclusively on wealth management and guided solely by our one-on-one client centered approach. We share our experiences and expertise and make available quality solutions to achieve our client’s specific needs.
TCV has offices in Richmond, Williamsburg, Roanoke, McLean and Knoxville, TN. We excel at providing the highest level of care for our clients’ unique individual needs. Our commitment to providing unparalleled personal service is well-known in our marketplace.
Skillcloud HCM Solutions has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE
Skills Required
- Friendly and welcoming personality with excellent communication skills.
- Professionalism, maturity, and a proactive approach to responsibilities.
- High level of initiative, energy, commitment to accuracy and confidentiality.
- Proven ability to meet deadlines and consistently deliver high-quality work.
- Strong proficiency in Microsoft Office, particularly Word, Excel and Outlook.
- Good understanding of company policies and procedures.
- Office based, 8:30am-5:00pm (on-site work schedule).
What We Do
Skillcloud HCM Solutions is a national HR managed services provider founded in 2015 and headquartered in Boston, Massachusetts. The company specializes in talent acquisition, outsourced human resources, and human capital management (HCM) technology implementation and optimization. It partners with innovative companies to solve people-related challenges and enhance business efficiency through strategic HR consulting and technology services.
