Part Time Front Desk Administrative Assistant / Office Manager
Streamline Financial Services, United States
Job Description
We are looking for a great people person who would like to make an impact in the lives of the clients we serve and to become part of an Operations Team that continually improves how Streamline Financial is run.
Our clients call and come in to Streamline because they're looking for help. Oftentimes they can be confused or worried about something related to their finances. Once they hear you, they know that they are connected with someone who cares. Someone they know, like and trust.
Whether you’re currently with a firm that doesn’t value your contribution or are just seeking a position closer to home, apply to be a part of the Streamline Team. You will be working with a close-knit team of 4 advisors, and 3 Operations Team members to make things better both on our team and in the lives of our clients.
Apply at the bottom of this page.
What you will be doing:
- Know and care for our clients (60%)
- You’ll be the voice and face of Streamline through the Phones amp; Front Desk.
- Office Management (20%)
- There will be regular office duties such as opening mail and packages, managing the office cleaners, deliveries, alarm system, ordering food, shred trucks, supplies
- Operational work (10%)
- You'll be involved in some client servicing forms, scanning, and various projects throughout the year where your involvement will help produce a better result.
- Client and Team Wows (10%)
- By knowing our clients and what’s important to them, you’ll be able to celebrate special moments in their life and know what makes them feel good. Gifts, special occasions, Birthdays, etc.
- You’ll also be in charge of making sure we celebrate the internal team’s celebrations and wins, work anniversaries, Christmas party, etc.
Requirements
We hope all of these describe you
- WOO (Wins Others Over): You believe you can make someone's day better just by talking to them
- Teammate: You desire to serve others
- Positivity: You're able to look on the bright side
- Follow Through: You see things through until completion
- Adaptable: You're ok with change.
- Continual Improvement: You look to make things better
- Problem solver: You have an ability to identify, own, and solve problems
- Detalied: You can spot the typo when no one else sees it
Bonus Points
- Experience with: Mac user, G Suite, RingCentral, Highrise, Evernote, Orion, amp; eMoney
- Graphic design experience
- WordPress website experience
Benefits
- A kitchen stocked with food and drinks
- 401(k) and company match
- Bonus Opportunity
- PTO (personal time off) starting at 2 weeks plus major holidays
- MacBook computer for work use
- Work with like-minded Christian business people who want to put God at the center of all they do.