What are the responsibilities and job description for the OFFICE FACILITATOR(PART- TIME) position at Center for Wealth Preservation?
Job Description
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.
Maintain kitchen area including clean up and ordering supplies etc.
Qualifications :
