Administrative Manager at United Capital Financial Partners
Las Vegas, NV, US

As an important member of United Capital Financial Advisers, Inc., the Administrative Manager plays a highly visible role with both our clients and office visitors as our ambassador of client experience. In this role you will report directly to the Managing Director/Director of Operations.


The ideal candidate will have excellent communications skills, great client service skills and the ability to multi-task. This position requires a pro-active, confident person with excellent administrative and organizational skills, meticulous in attention to detail with a ‘can-do’ attitude. The Administrative Manager will have good time management skills and be flexible in a fast paced and changing environment.


This position requires a take-charge approach and ability to independently carry out the duties of the position. The ideal candidate should exhibit high standards, good judgment and an ability to take initiative.




  • Answer, route and screen all incoming calls and distribute messages to appropriate team members.
  • Ensure that conference rooms, meeting rooms and reception areas are ready for client and team meetings.
  • Greet visitors/clients and offer beverages and/or anticipate any requirements associated with each client. In addition, the Administrative Manager contributes to the security of the organization by monitoring visitors.
  • Ensure any inquiries from the public are addressed and provide information about United Capital as needed.
  • Assist the Director of Operations with the management and oversight of the Office Calendar.
  • Responsible for scheduling client meetings and confirming with client the appointment time and day.
  • Assist the team with the management and oversight of client files to ensure they are accurate and up to date.
  • Assist Relationship Managers, Wealth Advisers and/or Managing Directors with preparation for client meetings confirming they have the appropriate applications, forms and consolidated statements.
  • Assist with the management of all client paperwork by assisting with the completion of all new business processing.
  • Assist with the monitoring and communication of any business transactions; working directly with the Managing Director/Director of Operations.
  • Assist the Managing Director/Director of Operations with the management of Salesforce by updating contacts to ensure they are current and accurate. Assist with maintaining service and client communication log entries for compliance; as well as monitor all appropriate office signage.
  • Coordinate distribution of mail/parcels and facsimiles into and out of the office and also maintain a return mail log.
  • Ensure that file organization is in accordance with office and UC protocol.
  • Provide Administrative support for client events.



Experience and Education:

  • Must have a High School Diploma.
  • Minimum of 2 years in front office experience is a plus.
  • Previous customer experience with maintaining professional interactions and relationships is a plus.
  • Knowledge of financial industry is a plus.
  • Experience with monitoring confidential records and operations is a plus.


Skills and Knowledge:


  • Good interpersonal and customer service skills – being courteous, professional and helpful – are critical for this position. Good oral and written communication skills.
  • Being an active listener who is patient and asks appropriate questions when necessary.
  • Ability to relay information accurately to others.
  • Ability to operate a wide range of office technology, such as operating a multi-line telephone system, computer, copier and fax machine.
  • Proficient in Microsoft Office (Outlook, Word, PowerPoint and Excel).
  • Proficient in Google Apps
  • Excellent organizational skills.