Delivering exceptional service experiences with every client interaction
Greeting and assisting our clients and guests with service requests and appointments
Receiving all deliveries and routing to the appropriate recipient
Managing calendars for advisors and preparing materials for appointments
Directing incoming client calls to appropriate departments
Assisting with facilities issues and tasks as needed

🎯 Requirements

2+ years of general administration and phone experience
Excellent verbal and written communication skills
Strong organizational skills and ability to meet deadlines
Ability to multi-task and prioritize work daily
Proficient with Microsoft Office and navigation of systems
BS/BA degree or equivalent work experience preferred

🎁 Benefits

Medical, dental, and vision plans
Flexible spending accounts (FSA) and HSA
Flexible working arrangements
Generous 401K contributions
11 paid holidays
PTO for exempt staff

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