Experience Manager

Creative Planning is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house. Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education and charitable planning using all in-house specialists.

The primary goal of the Experience Manager is to be the face of Creative, welcoming clients and making an amazing first impression.

The Experience Manager establishes and maintains a professional relationship with clients and is often the first point of contact for Creative Planning. The Experience Manager 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.

• Greets current and new clients, offers drinks and alerts appropriate staff member(s) promptly
• Answers phones and directs calls; addresses questions using in-depth knowledge of company services
• Ensures knowledge of staff movements in and out of the building
• Schedules and confirms many types of appointments
• Sorts and distributes daily mail and deliveries including large quantities of checks
• Reviews a large number of incoming faxes daily and distributes appropriately; most are business leads from company’s main referral source
• Assists in training of other front desk staff in local and regional offices
• Prepares outgoing UPS shipments; reconciles weekly invoices and orders shipping supplies
• Schedules conference room spaces
• Assists with building maintenance coordination
• Makes coffee and stocks refrigerator with drinks for clients
• Keeps kitchen clean and organized
• Maintains ordering and delivery system for supplies
• Orders coffee, reception and break room supplies; maintains inventory and delivery system
• Assists in coordination of office social events and catering (e.g., Friday BBQs, training lunches, etc.)
• Provides assistance with administrative support tasks as requested
• All other duties as assigned

• Efficient, extremely detail oriented and accurate
• Able to lift boxes up to 35 lbs.

• 2 - 3 years reception/admin support experience
• Knowledge of standard office equipment operation
• Prior experience in financial services field preferred

• MS Office (mastery of Word, Outlook required; Excel experience a plus)