Title: Experience Manager
Location: Austin, TX
Job Description:
JOB SUMMARY 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 • Reviews a large number of incoming faxes daily and distributes appropriately; most are business leads from company's main referral source • Assists in training of other front desk staff in local and regional offices • Prepares outgoing UPS shipments; reconciles weekly invoices 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., Friday BBQs, training lunches, etc.) • 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