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Administrative Assistant (Troy, MI)
Job
Creative Planning, LLC
Overland Park, KS (In Person)
Full-Time
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Job Description
Title:
Experience Manager Location:
Overland Park, KS Job Description:
JOB SUMMARY
Creative Planning is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in- house. Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education and charitable planning - using all in-house specialists. The primary goal of the Experience Manager is to be the face of Creative, welcoming clients and making an amazing first impression. The Experience Manager establishes and maintains a professional relationship with clients and is often the first point of contact for Creative Planning. The Experience Manager performs a wide range of support activities to facilitate the efficient operation of Creative's Overland Park office and, as part of the administrative team, completes firm-wide projects and activities as requested. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.JOB DUTIES
- Greets current and new clients, offers drinks and alerts appropriate staff member(s) promptly
- Answers phones and directs calls; addresses questions using in-depth knowledge of company services
- Ensures knowledge of staff movements in and out of the building
- Schedules and confirms many types of appointments
- Sorts and distributes daily mail and deliveries including large quantities of checks
- Reviews a large number of incoming faxes daily and distributes appropriately; most are business leads from company's main referral source
- Assists in training of other front desk staff in local and regional offices
- Prepares outgoing UPS shipments; reconciles weekly invoices and orders shipping supplies
- Schedules conference room spaces
- Assists with building maintenance coordination
- Makes coffee and stocks refrigerator with drinks for clients
- Keeps kitchen clean and organized
- Maintains ordering and delivery system for supplies
- Orders coffee, reception and break room supplies; maintains inventory and delivery system
- Assists in coordination of office social events and catering (e.g., Friday BBQs, training lunches, etc.)
- Provides assistance with administrative support tasks as requested
- 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.
PREFERRED EXPERIENCE / QUALIFICATIONS
- 2 - 3 years reception/admin support experience
- Knowledge of standard office equipment operation
- Prior experience in financial services field preferred
TECHNICAL SKILLS
- MS Office (mastery of Word, Outlook required; Excel experience a plus)
- Database management
- Multi-line phone system