Experience Manager - Administrative Assistant

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. 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 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) #J-18808-Ljbffr Creative Planning