As the Client Experience Coordinator & Executive Assistant at Sandy Morris Financial, reporting to the Executive Director of Operations, you'll be instrumental in delivering exceptional service to clients. You will manage front desk operations, track client preferences in Salesforce, and assist the executive team. You'll also ensure the office is stocked with supplies and maintain a welcoming environment-complete with freshly baked cookies daily!
Our Mission:
At Sandy Morris Financial, we design wealth plans that turn dreams into reality. Our focus is on helping clients achieve their financial goals with personalized solutions and top-tier service. Every interaction matters, and we go above and beyond to ensure a memorable and meaningful experience.
Why Work at Sandy Morris Financial?
At Sandy Morris Financial, we believe that creating a warm, personalized experience for clients is essential. From offering clients their favorite drinks to maintaining a cozy office atmosphere, we take pride in delivering a service that makes clients feel at home. If you enjoy a client-focused environment and value organization and care in every detail, SMF is the perfect place for you.
Key Responsibilities:
Greet clients warmly, providing a personalized and professional experience
Manage front desk operations, including answering calls and scheduling appointments
Maintain and update client preferences in Salesforce with accuracy
Assist the Executive Director of Operations with calendar management, meeting coordination, and administrative tasks
Order office supplies, manage inventory, and ensure the office is well-organized and welcoming
Bake fresh cookies daily to enhance the client experience
Qualifications:
2+ years of experience in an administrative or client-facing role
Proficiency in Salesforce or similar CRM systems
Strong organizational skills and attention to detail
Excellent communication and interpersonal skills
Benefits:
Competitive salary with performance-based bonuses
Health, dental, vision, and 401(k) benefits
Paid Time Off (PTO) and opportunities for career growth within Sandy Morris Financial