About this role
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 it’s 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: UPDATED: $40,000-$45,000 annually + goal-driven profit sharing + benefits *Pay depends on skill level and overall experience. $40,000-$45,000