Hospitality Associate
Faithward Advisors LLC
Job Title
Hours: Monday - Friday from 8AM to 5PM, with additional hours as needed in evenings and weekends.
Greet and welcome clients/guests/visitors in a warm and friendly manner and answer any questions they may have. Seat clients in conference room. Offer and provide beverages/snacks, as requested. Notify team members when client/guest/visitor has arrived.
Maintain front desk area and all common areas, meeting rooms in a clean and tidy manner at all times
Answer questions and address complaints
Answer all incoming phone calls, preferably within three rings (one-hour lunch covered by other staff members) in a polite and friendly manner redirect calls or take messages
Check general voice mail box and forward messages to appropriate team member
Make copies for team members
Review conference room calendar reservations. Review and print daily schedule for team reference. Ensure all in-office appointments are assigned to a conference room.
Rearrange furniture in all conference rooms, as needed, based on meeting needs
Monitor and replenish supplies at the client coffee/tea station
Maintain tidiness in the first-floor kitchen. Run dishwasher. Stock client beverage refrigerator
Make service calls for copier, as needed. Restock paper in copier drawers twice daily
Receive packages, etc. and distribute them accordingly
Process incoming mail per procedures in notebook. Log all incoming mail received by special delivery and deliver accordingly
Process outgoing mail and envelopes, as needed
Prepare outgoing mail by drafting correspondence, securing parcels etc.
Check, sort and forward emails
Monitor office supplies and place orders when necessary
Keep updated records and files
Operate standard office equipment on a regular basis, including the copy machine, postage machine, etc.
Keep detailed and accurate records of visitor requests and of calls received
Receive deliveries; sort and distribute
Replenish supply of client gifts, pens, tissues, newsletters, and note-taking paper in the conference rooms
Organize and send out client birthday cards, and team member birthday and anniversary cards
Update and start up reception area welcome PowerPoint daily
Prepare "packets" for seminars, board presentations, client meetings, etc., as needed
Help with travel arrangements, schedules, company events, etc.
Respond to phone calls, texts, and e-mails in a timely fashion
Follow and adhere to Company policies, procedures, and guidelines
Willing to learn the industry and help us maintain and grow our marketplace position
Attend business meetings and trainings as required
Perform other administrative tasks and special projects as assigned
Maintain a professional attitude and appearance
Possess the ability to connect with a variety of personalities
Live out Faithward Formula
Exhibit strong leadership skills leads by example and helps motivate others to do their best
Utilize extremely strong phone skills high energy and passion for helping others
Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line
Be enthusiastic about providing the best possible customer service for clients and customers
Possess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignments
Be self-motivated and results driven with proven ability to succeed desire to grow both professionally and personally
Possess strong relationship management and the ability to drive multiple tasks to completion successfully
Be a resourceful team player and a positive "can-do" attitude
Have the ability to work in a fast-paced environment
Think and act like an entrepreneur and take an ownership mentality in all that is done in this position
Be detail oriented and helpful
Have the ability to perform accurate data entry within specified time frames
Possess the ability to use or quickly learn specific CRM and other business software
Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization
Possess excellent organization, problem solving, and planning skills
Demonstrate excellent time management skills and ability to adhere to schedules/deadlines
Be dependable and safety oriented
Have the ability to work some nights and weekends as needed
Produce a negative pre-employment drug screen and have the ability to pass a criminal background check
Maintain a good attendance record and travel as required
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