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Office Coordinator: Bryant

$40k - $45k

GenWealth Financial Advisors

Job Description

Job Description

What Winning Looks Like:

  • Management of Office
    • Prepare the office for a remarkable client experience through cleanliness, professionalism, and readiness.
    • Receive clients and guests with warmth and care anticipating immediate needs.
  • Create an atmosphere of team accountability that values good communication verbally and through proper use of BambooHR and Salesforce.
  • Clerical functions: scheduling appointments, documenting calls, managing workflows, data entry, and mail vetting and distribution.
    • Assess and maintain general office, kitchen, and first aid supplies.
    • Delegate tasks to appropriate team members as the need arises.
    • Liaison with building management and overseer of maintenance tasks in concert with the Director of Team Engagement.
    • Maintain an awareness of everything going on in your location.
    • Communicate, collaborate, and coordinate with other Office Coordinators and front desk representatives.
  • Office Preparation
    • Maintain the cleanliness of the kitchen; run the dishwasher as needed. Address ongoing issues as needed.
    • Manage refrigerator space and beverages insuring everyone has ample space to use.
    • Take out the trash from each restroom (GenWealth proprietary) and kitchen at the end of each day.

 

Skills Needed to Win:

  • Excellence: Reliable, organized/timely, and consistent performance of tasks with a detail-oriented work ethic.
  • Trailblazer: Software savvy and adaptable including: Salesforce, BambooHR, ClientWorks, Microsoft Suite
  • Balance: Understands the meaning of work however knows when it’s time to recharge personally.
  • Communication: Strong speaking and listening skills with the ability to build trust and relationships.
    • Uses a high level of discretion.
  • Fearless: The ability to overcome and push through hard things to
    reach your goals.
  • Purposeful: Knowing that
    doing your job well contributes to the success of your team and the company.
  • Character: Self-assessing and striving to operate with integrity and respect for others.
  • Life-Changer: Actively looking for ways to help clients and team members.

 

Education and Experience

  • High school or equivalent diploma.
  • A college degree is helpful but not required.

 

Physical Requirements:

  • Physical demands: While performing the duties of this job, the employee is required to walk; sit; use hands/fingers to handle or feel equipment, or controls; reach with hands and arms; balance; stoop; talk or hear. The employee must lift and/or move up to 20 
  • Work environment: While performing the duties of this job, the employee will be primarily indoors with prolonged periods of sitting at a desk and working on a computer but may be required to work outdoors for events. The noise level in the office is minimal.

Opportunity:

  • As our company grows, and staffing needs arise there is the opportunity to change roles after going through an internal interview process.

Pay Range: UPDATED: $40,000-$45,000 annually + goal-driven profit sharing + benefits
*Pay depends on skill level and overall experience.

Vacancy posted 23 days ago
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