Job Overview
Employment Type
Hourly
Full-time
Compensation
Type:
Hourly
Rate:
Range $21.18 - $27.70
Work Schedule
Standard Hours
Benefits
Health Insurance
bonus
Paid Time Off
Career development opportunities
Professional training
Retirement Plan
Employee assistance program
Job Description
This job opportunity is offered by a leading financial services firm specializing in Private Wealth Management. The company is dedicated to helping clients grow, preserve, and transfer wealth efficiently while providing exceptional customer service and financial advice tailored to individual goals. With a strong presence in the industry and a commitment to excellence, this establishment is focused on maintaining high standards of client engagement and delivering superior wealth management solutions.
The role available is that of a Branch Events and Operations Assistant, a key position within the branch that supports the overall client experience and operational efficiency. This posi... Show More
The role available is that of a Branch Events and Operations Assistant, a key position within the branch that supports the overall client experience and operational efficiency. This posi... Show More
Job Requirements
- High school diploma or GED equivalent required
- Bachelor’s degree in hospitality marketing business or communications preferred
- Event front desk receptionist and hospitality experience preferred
- Excellent grammar editing and proofing skills required
- Excellent telephone skills
- Ability to work independently with minimal supervision
- Ability to handle clients professionally and manage challenging situations
- Ability to maintain regular predictable attendance
- Proficient with Microsoft Outlook Word and Excel
- Strong organizational skills with ability to prioritize and complete multiple tasks
- Ability to problem-solve and prioritize tasks
- Strong team player mentality
- Ability to maintain professional appearance and disposition
- Attention to detail
Job Qualifications
- Good organizational skills with ability to prioritize monitor and complete multiple tasks either independently or with a team
- High school diploma or GED equivalent required
- Bachelor’s degree in hospitality marketing business or communications preferred
- Event front desk receptionist and hospitality experience preferred
- Excellent grammar editing and proofing skills required attention to detail a must
- Excellent telephone skills
- Ability to work independently with minimal supervision
- Ability to handle clients professionally and manage challenging situations
- Ability to maintain regular predictable attendance
- Ability to problem-solve and prioritize tasks and projects
- Strong team player mentality willing to pitch in and help other team members whenever possible
- Ability to identify areas for improvement and offer valuable solutions
- Ability to maintain professional appearance and disposition at all times
- Proficient with Microsoft Outlook Word and Excel with willingness to learn other skills as tasks require
Job Duties
- Greet all visitors providing information directions or assistance as needed striving to create memorable experiences for all guests including clients vendors new hires recruits and internal and external business associates
- Receive and route incoming calls to the appropriate destination utilizing the switchboard console always in a friendly professional manner
- Collect important information and seek to assist before taking a message or transferring a call
- Plan coordinate and arrange for the entire life cycle of meetings and branch events by handling administrative tasks and preparation work
- Provide support to the branch including admin support miscellaneous clerical functions and other projects as requested
- Maintain a welcoming and professional workspace ensuring the proper delivery of all items received at the reception desk and communicating guest arrival
- Sort process and route incoming and outgoing mail
- Order office supplies and call in repair requests for copier printers and fax machines
- Issue outgoing checks for the branch
- Log Compliance files file paperwork such as wires and branch manager daily reports
- Perform other duties as assigned
Job Qualifications
Experience
Entry Level (1-2 years)
Job Location
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