Office Facilitator(Part- Time)
: Job Details :

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