What are the responsibilities and job description for the Site Coordinator position at Barnum Financial Group?
The Site Coordinator Role is responsible for professionally and enthusiastically greeting guests and visitors, while simultaneously overseeing office operations to ensure day to day business is uninterrupted. This role is a cross between reception, administration and office coordination responsibilities. The Firm is looking for someone who is adaptable and can handle changing priorities, comfortable using a variety of technology platforms, who enjoys client service, and is highly organized.
Key responsibilities include assisting the advisor with administrative support, scheduling, and collaboration with internal departments. It also involves the day to day Compliance Operations for the site.
Duties and Responsibilities
- Visitor Management: direct visitors by utilizing resources strategically
- Oversee conference room scheduling electronically, through use of Outlook
- Assist on-site Leadership Staff with recruiting and new hire activities
- Oversee local facilities issues and escalate if needed
- Administrative responsibilities for associates when needed
- Securely quality check and manage interoffice processes
- Manage and trouble shoot office IT machines when necessary
- Assist overflow calls within Client Service Center
- Manage daily incoming and outgoing mail to ensure compliance standards
- Assist with New Associate onboarding and logistics
- Handle incoming calls in a friendly and professional manner
- Proactively manage internal platforms and systems so FSRs client information is up to date and accurate
- Arrange wholesaler support breakfast and lunch meetings
- Provide ad hoc support on assigned projects and any escalations
Qualifications
- Excellent verbal and written communication skills
- Exceptionally professional and organized
- Comfortable in a fast-paced environment
- Ability to collaborate with others, build and maintain relationships
- Ability to use discretion and maintain client confidentiality
- Client-first attitude
- Proficiency in Microsoft Office
- Experience in Salesforce is a plus
