Administrative Assistant, Experience Manager

2 weeks ago


Gilbert, United States Creative Planning Full time

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 Planning’s National offices and, as part of the administrative team, completes firm-wide projects and activities as requested.



We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.



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
  • Prepares outgoing UPS shipments 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., holiday party, happy hour, client lunches, volunteer events, etc.)
  • Creates and sends marketing deliverables (client binders, marketing folders, prospect kits)
  • Scans and stores documents for client start meetings (or as requested)
  • Enters new clients and qualified prospects into CRM database
  • Provides notary public services for building staff
  • Coordinates national seminars for individual wealth managers; assists with firm-wide special event planning
  • Orders referral and condolence gifts
  • Provides assistance with administrative support tasks as requested
  • All other duties as assigned



REQUIRED EXPERIENCE / QUALIFICATIONS

  • Energetic, high-level multi-tasker
  • Excellent communication skills
  • 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)
  • Database management
  • Multi-line phone system


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