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Office Concierge

Company: West Coast Financial
Location: Santa Barbara
Posted on: July 9, 2019

Job Description:

Office Concierge--Instead of wax poetic about the specific job duties of this role, we're sharing qualities that our Office Concierge. If you're reading this and thinking to yourself, "Yes, this is me!" - make sure you apply. You--might be exactly who we're looking for!--You love to meet new people and not just say, "Hello," but actually make a connection. In fact, it comes naturally to you to connect with just about everyone. You have the ability to quickly tell how someone's day is going, and you take it as a personal challenge to be a bright spot in their day.You can manage multiple tasks and responsibilities with ease, even when things tend to get crazy. You thrive under pressure and interruptions don't throw you off your game. Instead, you're able to dive back into that focused project quickly.Because of your ability to juggle many things at once, people don't hesitate to ask you for help. It's probably a combination of your welcoming spirit and the way you seem to handle three things at once without missing a beat, all while having a smile on your face.You understand the impact physical environment can have on someone's experience. You have a knack for creating an environment that brings a sense of calm, peace, and connection. You tend to pay attention to the little things that make a big difference.--A little bit about the role-----As the Office Concierge at WCF, you'll be the first impression our guests will have of WCF, particularly in our headquarters in Santa Barbara. Often times coming to a new office and meeting new people can be nerve racking, particularly for our clients, as financial matters can be difficult to talk about. As you greet--clients and others visiting our office, you will help them feel welcome and set the stage for them to have a great experience that they will be talking about for days.--You'll also be in charge of answer incoming calls with a warm welcome and make sure the caller gets routed to their correct team member. You'll also be a key resource to help our Client Services team as needed, which may include preparing Schwab forms, money movements, or scheduling appointments.--Along with the other members of the Operations Team, you'll play a vital role in helping our business run smoothly. This includes serving as the liaison for building maintenance, keeping our supplies stocked, and making sure we have LaCroix and almonds for our team (as an example of some of our more popular snacks!)--While we'd ideally like this to be a full-time role with traditional hours, we would definitely consider a part-time role (probably 30 hours) during the busy part of our business day which is usually between 9 am and 4 pm.--A little bit about the benefits-----Access to a complete healthcare package: medical (HMO & PPO plans with HSA options), dental and vision. Access to a retirement plan: 401(k) with a company discretionary match and safe harbor contribution. Flexible time off.

Keywords: West Coast Financial, Santa Barbara , Office Concierge, Hospitality & Tourism , Santa Barbara, California

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