Office Coordinator
$40k - $50kGenWealth Financial Advisors
Job Description
Job Description
Salary: $40,000-$50,000
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 its 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: $40,000-$50,000 annually + goal-driven profit sharing + benefits
*Pay depends on skill level and overall experience.
Vacancy posted 23 days ago
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