Job Description

Profile:

Our work at Center for Wealth Preservation is critical to the financial well-being of individuals, families, businesses, and communities. We are driven to help people feel more secure and more prepared for their financial future. We are seeking a detail-oriented and organized Part-Time Office Facilitator to support our Hauppauge office operations. This role involves a variety of administrative tasks, client interactions, and equipment management. The ideal candidate will possess a strong work ethic, positive attitude, and excellent time management skills.

Responsibilities:

• Greet clients and visitors warmly and professionally.

• Answer phone calls promptly, directing inquiries as necessary.

• Respond to client inquiries via email and maintain clear communication.• Maintain office equipment, including copy machines and computers.

• Maintain an inventory of office supplies; order supplies as needed to ensure smooth operations.

• Schedule and maintain the conference room for meetings and events.

• Coordinate luncheon meetings with vendors, including scheduling and setup.

• Process incoming and outgoing mail, including investment checks.

• Act as a liaison between the COO and the building manager to facilitate communication and address office needs.

• Update and maintain various office lists and databases to ensure information is current and accurate.

Qualifications:

• Associate’s degree or equivalent experience in an administrative or office management role.

• Strong organizational skills and attention to detail.

• Previous experience in answering phones and managing client communications.

• Proficient in office software and equipment.

• Demonstrated ability to prioritize tasks and manage time effectively.

• Positive attitude and strong work ethic

Featured Benefits:

• 401k plan

• Paid Time Off

• Remote Working Days

• Paid Holidays

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