Branch Events and Operations Assistant

Ideal position for a highly motivated, customer-service oriented individual with passion for making others feel welcomed, comfortable, and tended to. Plays crucial role in enhancing client and associate relationships and brand presence by planning, coordinating, and executing a variety of marketing events and client engagement activities. This individual will work closely with the Leadership and Wealth Management teams to manage events that foster client and associate engagement, drive brand awareness, and support our business goals. Welcomes clients, business associates, vendors, or recruits, directing to the proper person or department in a helpful, friendly, professional manner and accommodating their needs in a proactive fashion. This position also supports the branch's switchboard console receiving incoming calls, determining the purpose of the call, and directing the call to the appropriate person or department.

As a Branch Events And Operations Assistant, You Will

• Greets all visitors, providing information, directions, or assistance as needed, striving to create memorable experiences for all guests. This includes, but is not limited to, clients, vendors, new hires, recruits, and internal and external business associates. Escorts guests, as needed.
• Receives and routes incoming calls to the appropriate destination utilizing the switchboard console, always in a friendly, professional manner. Collect important information and seek to assist before taking a message or transferring a call.
• Plans, coordinates, and arranges for the entire life cycle of meetings and branch events by handling administrative tasks and preparation work.
• Provides support to the branch, including admin support, miscellaneous clerical functions, and other projects as requested.
• Maintains a welcoming and professional workspace, ensuring the proper delivery of all items received at the reception desk and communicating guest arrival.
• Sort, process and route incoming and outgoing mail.
• Order office supplies and call in repair requests for copier, printers, and fax machines.
• Issue outgoing checks for the branch.
• Log Compliance files. File paperwork such as wires and branch manager daily reports.
• Performs other duties as assigned.
  
  

What Makes This Opportunity Great

• Opportunity to gain experience in Private Wealth Management within a branch setting.
• Ability to work with a variety of teams and gain exposure throughout the branch.
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
  
  

What We Look For

• Good organizational skills with the ability to prioritize, monitor, and complete multiple tasks, either independently or with a team.
• High school diploma or GED equivalent required. Bachelor’s degree in hospitality, Marketing, Business or Communications preferred.
• Event, front desk/receptionist, and hospitality experience preferred.
• Excellent grammar, editing and proofing skills required; attention to detail a must.
• Excellent telephone skills.
• Ability to work independently with minimal supervision.
• Ability to handle clients professionally and manage challenging situations.
• Ability to maintain regular, predictable attendance.
• Ability to problem-solve and prioritize tasks and projects.
• Strong team player mentality, willing to pitch in and help other team members whenever possible. Ability to identify areas for improvement and offer valuable solutions.
• Ability to maintain professional appearance and disposition at all times.
• Proficient with Microsoft Outlook, Word and Excel required with willingness to learn other skills as tasks require.
  
  

Compensation Information

• $21.18- $27.70 per hour*
• Bonus potential of up to 8.5% of annual compensation
• Compensation and bonus are commensurate with experience, performance and/or firm profitability
• You’ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.
  
  

Accepting applications on a rolling basis.