Office Manager & Events Coordinator
CurrentSuccessfully updated and reset internal office alarm code system for optimal securityAssist with onboarding of new Advisors and staff members, provide office orientation, and assign workstations when needed.Create standard operating procedures and workflow changesScreen all incoming calls from high-net-worth clients, Charles Schwab FC referral channels, and ProspectsEnter all incoming leads into Salesforce, update client information as neededSchedule and organize complex activities such as meetings, video conferences, Investment Manager presentations, corporate luncheons and happy hours, coordinate department activities.Coordinate logistics for all internal meetings and calls including printing agenda items, catering and technology setup.Communicate with vendors and service providers to ensure smooth operation of all office functions, schedule repairs and service requests.Created and implemented centralized Events Calendar for all company events both internal & externalCoordinated yearly Client Appreciation Event from start to finish, set up company Ticketmaster account and successfully executed the distribution of electronic tickets to 130+guestsPurchase and replenish all office and kitchen supplies, maintain tidiness and organization of kitchen and implement necessary rules, keep track of inventoryCreate and update Prospect folders on company directory, enter lead information into Salesforce for Regional DirectorCommunicate with management and department heads to determine necessary changes to day-to-day operations/relay information when neededAssist in planning and coordinating of office projects, technology upgrades, or office movesComplete monthly expense report, assist with updating budget spreadsheets Oversee staff interactions and respond to inquiries on office management issuesManage conference room reservations calendar, approve and coordinate usage, assist in maintenance of upkeep, restock with supplies as needed
