Office Facilitator(Part- Time)

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.
  
  

Qualifications

• Associate’s degree or equivalent experience in an administrative or office management role.
• Strong organizational skills and attention to detail.
• 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 ethic
  
  

Featured Benefits

• 401k plan
• Paid Time Off
• Remote Working Days
• Paid Holidays
  
  

Compensation: From $28.00 to $32.00 per hour