Experience Manager

Title: Experience Manager Location: Detroit, MI 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 operatio n 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 • Prepares outgoing UPS shipments 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., holiday party, happy hour , client lunches, volunteer events , etc.) • Creates and sends marketing deliverables (client binders, marketing folders, prospect kits) • Scans and stores documents for client start meetings (or as requested) • Enters new clients and qualified prospects into CRM database • Provides notary public services for building staff • Coordinates national seminars for individual wealth managers; assists with firm -wide special event planning • Orders referral and condolence gifts • 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