Hospitality Specialist / Office Coordinator

Wymer Brownlee Wealth Strategies is an integrated wealth management, tax, and accounting firm serving individuals, families, and businesses across Oklahoma. With offices in Oklahoma City, Edmond, Tulsa, Enid, Bartlesville, Ponca City, and Fairview, our team of approximately 60 professionals brings tax, accounting, and financial planning expertise together under one roof so clients receive coordinated guidance on every part of their financial lives. We are committed to developing our people, investing in their growth, and building a culture where talented professionals can do meaningful work and build lasting careers.

Job Summary

This position is the gateway to Wymer Brownlee’s client experience, culture, and services. The Hospitality Specialist / Office Coordinator will be a creative thinker, have an eye for detail, and a love for the clients and team members we serve. The person in this position will exhibit exceptional, personalized people skills along with impeccable organizational skills; be perceptive, warm, and welcoming; and possess a high degree of discretion for confidential client interaction.

At Wymer Brownlee Wealth Strategies we enjoy what we do and the people we do it with. We believe that what we do matters and is exemplified by the level of trust and customer service we deliver. We earn the trust and confidence of our team members, clients, their families and the communities in which we serve by upholding a personal value system based on honesty, integrity and gratitude. We support all policies, procedures, and programs which build and sustain our internal culture.

Pay: $21.00 - $24.00

Essential Functions and Accountabilities (include, but are not limited to)

1. Warmly greet visitors to our firm; answer and direct phone calls promptly, fielding solicitors; take and relay messages; coordinate mail and packages; manage conference rooms and client waiting area; perform light housekeeping.

2. Control office inventory, order, stock and distribute; act as liaison with property manager to coordinate needs; monitor and maintain office equipment, coordinate repairs, stock as needed.

3. Provide assistance to departmental teams as needed.

4. Manage the needs & ordering of paper products (letterhead, folders, business cards, etc.)

5. Assist in organizing internal office celebrations and events.

6. Assist in coordination of client meetings.

7. Assist in execution of the tax fun plan during tax season.

8. Assist in the planning and execution of internal events.

9. Light housekeeping duties in public and multi-use spaces.

10. Keep supervisor current on progress of tasks and identify any obstacles in accomplishing tasks.

11. Other accountabilities as required.

Supervisory Responsibilities

This position does not have any direct supervisory responsibilities.

Experience, Education and Licensure

Bachelor’s degree OR equivalent with a minimum of 2 years’ experience in a transferrable field; possess positive and professional attitude; ability to exercise initiative, judgement, and take ownership when dealing with support tasks; ability to exercise tact, courtesy, and discretion at all times, possess strong verbal and written communications skills, ability to work in a deadline-oriented environment.

Competencies

Accountability/Initiative

Accepts personal responsibility for the quality and timeliness of work. Exhibits attention to detail; acknowledges and corrects mistakes. Carries their fair share of the workload without waiting to be asked to take action. Follows up personally and monitors progress to ensure progressive movement of tasks. Can be counted on to complete commitments without being micromanaged.

Attendance/Punctuality/Dependability

Comes to work on time every day. Is fully prepared and ready to work at beginning of work schedule and continues until workday is done.

Client Focus

Builds client relationships; is aware of their needs to meet or exceed expectations. Gains client trust and respect.

Communication Skills

Presents ideas clearly and effectively; communicates well verbally and in writing. Keeps supervisor and coworkers informed; ensures information and ideas are flowing in appropriate directions. Identifies and communicates any obstacles in accomplishing tasks.

Ethics and Integrity

Respects and maintains confidentiality. Defines and practices moral and ethical behavior at all times. Upholds and models our core values; acts in such a way as to be the person others look up to.

Job Knowledge and Continuous Improvement

Strives to be an expert in their job. Actively acquires new skills and input from others. Views constructive criticism and negative experiences as learning opportunities.

Managing Change

Adapts easily to changing conditions and work responsibilities. Supports the evolution of the firm and those around you. Bounces back quickly from setbacks and frustrations.

Professional Presence

Presents a well-groomed, clean and neat appearance; appearance represents organization well.

Results Focused

Sets high goals and strives to achieves them. Seeks performance feedback and uses it to improve self. Stays on task in spite of distractions and interruptions. Demonstrates persistence; meets deadlines. Exhibits initiative. Has a strong sense of urgency about solving problems and getting the job done.

Team Focus

Is aware of how their job affects coworkers and the morale and heartbeat of the team. Maintains an upbeat, positive attitude. Fulfills commitments to other team members. Puts team success ahead of individual success. Balances team and individual responsibilities.

Work Environment

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work environment is typical of an indoor, office setting.

Physical Functions

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit; talk; or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; and stoop; kneel; or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and depth perception.

Pay: $21.00 - $24.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person

Salary : $21 - $24