Office Coordinator
4 days ago
Summary
The Office Coordinator role increases the efficiency of the office, works to support the delivery and quality of all product offerings, while ensuring that our client’s experience is flawless through direct customer service. This role also includes supporting the sales team to ensure that it has all the tools to maximize sales.
Many times, this position will serve as the glue that keeps all pieces working together as BCH continues to rank best-in-class among our competition in the financial wellness, Fintech, industry. In addition, this opportunity requires that the applicant has very strong organizational skills, is super-efficient and innovative (always looking for opportunities for improvement processes). That said, the ability to multitask in a growing environment is a must.
In the end, notwithstanding these requirements, the ideal candidate must be someone who is passionate about enhancing the lives of others through financial education and wellness. At BCH, our success is indeed all about the numbers, but not just numbers in terms of sales; our #1 measurement of success is the number of families and lives that we are able to impact. With that, in addition, the candidate will serve as a financial wellness vessel and champion for the Destination: Financial Wellness (DFW) participants as well as an ambassador for BCH’s mission to build wealth in all communities for generations.
Duties and Responsibilities
• Ensure that internal operations continuously flow
• Liaison for BCH and General Services (Southwestern Building)
• Manage the office calendar
• Assist with employee onboarding
• Assist with DFW triggers and other maintenance
· Take incoming telephone calls and respond to emails requesting information, literature, demonstrations, client issues and outreach
• Produce quotes and proposals (using templates)
• Assist sales team with client services
• Attend training sessions, exhibitions and events as required (local)
• Compose, proof and edit internal and external communications
• Coordinate workshop logistics with clients and end-users
• Update workshop materials and presentations
• Schedule and organize company sales and training meetings/events
• Book and manage travel arrangements
• Organize office (to include filing) and ordering office supplies
• Manage incoming and outgoing mail
• Manage social media accounts (manage the social media company)
• Participate in product development and feedback sessions
Competencies
• Excellent written and oral communication skills
• Proficient with Microsoft Office (Word, PowerPoint, Excel, Publisher)
• Ability to multi-task
• Organizational skills
• Command of social media outlets
• Planning skills
• Ability to listen and take action
• Work independently
• Detail oriented
• Deadline focused
• Time management – able to manage time, timelines and priorities
• Team player
• Integrity/Trust/Compassion
• Become familiar with Constant Contact (will train)
• Zoom, Cisco WebEx and Microsoft Teams virtual meeting platforms (helpful, but not required)
• Canva (helpful, but not required)
Education and Experience
• Associate Degree desired (or equivalent work experience)
• 3years office management/customer relationship experience
Compensation
• Salary plus profit sharing (bonuses)
• Benefits include vacation, federal holidays, personal leave, 401k with 5% match (immediate eligibility and no vesting period), maturity leave, health care (subsidized), dental, vision, and other unique benefits
Additional Info
• Work location is onsite (not remote)
Company DescriptionBCH has been in business for 24 years. We are non-fiduciary and are B2B. Therefore, we don't sell products to end users... we just educate. Therefore, you will not sell products... you will just educate. BCH is on a mission to build wealth around the globe. The culture is about helping one another on the team and beyond to build wealth the right way. For more information, visit our website at www.bcholdingsllc.com and our YouTube channel at https://www.youtube.com/@BCHoldingsofTennessee. Also, check us out on Instagram.Company DescriptionBCH has been in business for 24 years. We are non-fiduciary and are B2B. Therefore, we don't sell products to end users... we just educate. Therefore, you will not sell products... you will just educate. BCH is on a mission to build wealth around the globe. The culture is about helping one another on the team and beyond to build wealth the right way. For more information, visit our website at www.bcholdingsllc.com and our YouTube channel at https://www.youtube.com/@BCHoldingsofTennessee. Also, check us out on Instagram.-
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