What are the responsibilities and job description for the Facilitator position at Center for Wealth Preservation?
Profile : Our work at Center for Wealth Preservation is critical to the financial well-being of individuals, families, businesses, and communities.
We are driven to help people feel more secure and more prepared for their financial future. We are seeking a detail-oriented and organized Part-Time Office Facilitator to support our Hauppauge office operations.
This role involves a variety of administrative tasks, client interactions, and equipment management. The ideal candidate will possess a strong work ethic, positive attitude, and excellent time management skills.
Responsibilities : * Greet clients and visitors warmly and professionally.* Answer phone calls promptly, directing inquiries as necessary.
- Respond to client inquiries via email and maintain clear communication.* Maintain office equipment, including copy machines and computers.
- Maintain an inventory of office supplies; order supplies as needed to ensure smooth operations.* Schedule and maintain the conference room for meetings and events.
- Coordinate luncheon meetings with vendors, including scheduling and setup.* Process incoming and outgoing mail, including investment checks.
- Act as a liaison between the COO and the building manager to facilitate communication and address office needs.* Update and maintain various office lists and databases to ensure information is current and accurate.
- Previous experience in answering phones and managing client communications.* Proficient in office software and equipment.
- Demonstrated ability to prioritize tasks and manage time effectively.* Positive attitude and strong work ethicFeatured Benefits : * 401k plan* Paid Time Off* Remote Working Days* Paid Holidays
Last updated : 2024-11-15