Administrative Assistant Floater

Title: Adminis trative Assistant Floater Location: Job Description: JOB SUMMARY The Administrative Assistant Floater establishes and maintains a professional relationship with clients and is often the first point of contact for Creative Planning. The floater rotates between the Mailroom and 3 different floors working the front desks. The floater performs a wide range of support activities to facilitate the efficient operation of Creative's Overland Park office and, as part of the administrative team, completes firm -wide projects and activities as requested. We do not accept resume submissions from third -party recruiters or staffing agencies. Please contact our recruiting team directly JOB DUTIES •Greets current and new clients, offers drinks and alerts appropriate staff member(s)promptly•Assists as backup for the Mail Room or as a secondary person as needed in all dutiesrevolving around the Mail Room•Answers phones and directs calls; addresses questions using in -depth knowledge ofcompany services•Ensures knowledge of staff movements in and out of the building•Schedules and confirms many types of appointments•Creates and sends marketing deliverables (client binders, marketing folders, prospectkits)•Scans and stores documents for client start meetings (or as requested)•Enters new clients and qualified prospects into the database•Orders referral and condolence gifts•Reviews a large number of incoming faxes daily and distributes appropriately; mostare business leads from company's main referral source•Prepares outgoing FedEx and USPS shipments•Schedules conference room spaces•Assists with building maintenance coordination as needed•Organizes storage room and maintains inventory count of in -house swag•Makes coffee and stocks refrigerator with drinks for clients•Keeps kitchen clean and organized•Maintains ordering and delivery of office supplies•Assists in coordination of office social events and catering (e.g., Friday BBQs, traininglunches, etc.)•Provides assistance with administrative support tasks as requested•Required to work in HQ office•All other duties as assignedOverland Park, Kansas REQUIRED EXPERIENCE / QUALIFICATIONS • Energetic, high -level multi -tasker • Excellent communication skills • Efficient, extremely detail oriented and accurate • Able to lift boxes up to 35 lbs. PREFERRED EXPERIENCE / QUALIFICATIONS • 2 - 3 years reception/admin support experience • Knowledge of standard office equipment operation • Prior experience in financial services field TECHNICAL SKILLS • MS Office (mastery of Word, Outlook required; Excel experience a plus) • Database management • Multi -line phone system