What are the responsibilities and job description for the Mailroom Operations Specialist position at Creative Planning?
The Mailroom Operations Specialist is responsible for processing USPS, UPS and FedEx for multiple departments at Creative Planning.
We do not accept resume submissions from third party recruiters or staffing agencies. Please contact our recruiting team directly.
JOB DUTIES
- Processes USPS, UPS and FedEx daily by:
Sorting all mail by department
Opening mail
Scanning to appropriate department/employee
Scanning & logging checks
Naming & saving scanned documents to client folders
Delivering mail to multiple floors & departments
• Prepares outgoing UPS and USPS shipments
- Update and organize all inbound documents, ensuring that departmental
standards are met
- Ensure that documents are stored securely and can be retrieved when necessary
- Identify non-compliance issues and work with relevant departments to address
them
- Work on multiple projects simultaneously, all with varying standards
- Creates and sends marketing deliverables (client binders, marketing folders,
prospect kits)
- Ordering and maintaining appropriate level of postage stock, forms, and shipping
supplies
- All other duties as assigned
REQUIRED EXPERIENCE / QUALIFICATIONS
- Energetic, high-level multi-tasker
- Excellent communication skills
- Efficient, extremely detail oriented and accurate
- Able to lift boxes up to 35 lbs.
- Physical activity required including bending, reaching, lifting and prolonged periods of sitting or standing
PREFERRED EXPERIENCE / QUALIFICATIONS
- Knowledge of standard office equipment operation
TECHNICAL SKILLS
- MS Office
- Database management
- Multi-line phone system
