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Customer Service Representative / Order Entry Specialist Location: Duluth, GA (On-Site)
We are a well-established textile company specializing in sustainable, high-quality fabrics serving customers across the United States. We are looking for a detail-oriented and customer-focused Customer Service Representative to join our team in the Duluth, GA area.
This is a full-time, in-office role supporting our sales team and managing the order fulfillment process across four US warehouse locations. If you thrive in a fast-paced environment, take pride in accuracy, and enjoy being a key part of a collaborative team, we'd love to hear from you.
What You'll Do
As the primary point of contact between our customers and internal teams, you'll be responsible for accurately processing orders from start to finish and making sure everything runs smoothly along the way.
- Accurately input and manage customer orders received via phone, email, or web into QuickBooks with speed and precision
- Review orders for accuracy in pricing, item numbers, quantities, and shipping details before processing
- Coordinate with sales, production, and shipping teams to ensure on-time delivery and customer satisfaction
- Respond to customer inquiries regarding order status, changes, and cancellations in a professional and timely manner
- Generate and manage invoices, shipping documents, and sales reports
- Maintain up-to-date customer records and real-time order status in company databases
What We're Looking For
- Prior experience in customer service, order entry, or inside sales support — textile or product-based industry experience a plus
- Proficiency in QuickBooks or similar order management/accounting software
- Strong attention to detail — accuracy in data entry is critical in this role
- Clear and professional communication skills, both written and verbal
- Ability to multitask and prioritize in a high-volume environment
- Team player who works well with sales, warehouse, and operations staff
- Must be able to work on-site Monday through Friday, 8:00 AM – 4:30 PM
Compensation & Benefits
- Salary up to $60,000, commensurate with experience
- Group health insurance
- Dental insurance
- 401(k) with company match
- Competitive paid time off
This is a great opportunity to join a stable, growing company with a strong reputation in its industry and a team that genuinely takes care of its people.
Let me know if you need any other changes.
Job Title: Order Entry Specialist
Duration: Perm role
Location: Tampa, FL
Schedule: 4 days on-site, 1 day remote.
Salary Range: $37,000 – $48,000 (to confirm).
Job Summary:
We are seeking an entry-level Order Entry Specialist to support order processing and fulfillment operations. This role is ideal for recent graduates or early-career professionals with strong analytical skills and a passion for working with data and people. The ideal candidate is detail-oriented, enjoys problem-solving, and can effectively collaborate across multiple teams. Training will be provided, making this a great opportunity to grow within a dynamic operations environment.
Key Responsibilities:
- Review orders from end-to-end to ensure accuracy and completeness.
- Identify and resolve fulfillment issues and mismatches.
- Track and analyze data to prevent errors.
- Coordinate and communicate with multiple departments to ensure smooth operations.
- Start by cleaning up fulfillment errors and maintaining accurate order records.
Qualifications:
- Strong communication skills and engaging personality.
- Data analysis mindset and attention to detail.
- Excel proficiency is ideal.
- Experience with ERP systems preferred.
- Familiarity with Power BI, including exporting data to Excel.
- Experience with APO systems is a plus.
- Steel industry experience is highly desirable.
Key Attributes
- Analytical and detail oriented.
- Strong interpersonal and people skills — able to collaborate across departments.
- Ability to troubleshoot and resolve order discrepancies efficiently.
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Wireless CCTV, LLC (“WCCTV”) located in Richardson, Texas, is a subsidiary of Wireless CCTV Ltd originally established and located in the UK. WCCTV is the market leader for rapid deployment, mobile surveillance systems specifically designed to deliver video securely and efficiently via 4G LTE networks. ( ).
The Company prides itself on developing innovative, customer-focused products and providing world-class customer support services. The Company's range of video surveillance solutions includes:
- Rapid deployment pole cameras
- Mobile surveillance trailers
- Time lapse video services
The Company is looking for an experienced Customer Service / Sales Order Administration Supervisor who is looking for a challenging and diverse role in a small but fast-growing business environment. You will enjoy a “hands on” role focused on providing best in class customer service by building strong customer relationships while maximizing the value of WCCTV’s products and services.
Full-time position with work hours of Monday through Friday, 8:00 am to 5:00 pm and located onsite at our U.S. headquarters in Richardson, TX.
Customer Onboarding / Sales Order Administration
- Supervise Customer Success Representatives responsible for the onboarding and ongoing support of all new and existing customers.
- Serves as the primary point of coordination between customers and internal teams to ensure a smooth, efficient onboarding experience. Ensure orders are reviewed, validated, and processed within defined SLA timeframes while maintaining a high level of accuracy and consistency.
- Ensure internal staff are clearly communicating to customers the onboarding process, timelines, and next steps after placing an order ensuring that they have access to all required systems, documentation, and support resources.
- Coordinate closely with Service, Production, and Operations to confirm site details, order requirements, deployment readiness, and scheduling.
- Ensure staff members communicate order updates and/or changes to both internal teams and customers in a clear and timely manner.
- Ensure customers are followed up the next day following installation.
- Ensure accurate records, reporting, and visibility into onboarding status, account activity, and SLA performance within the ticketing system.
- Identify and resolve onboarding issues that could impact deployment timelines or customer satisfaction and serve as point of escalation as required.
- Monitor customer feedback and onboarding metrics, using data to continuously improve the onboarding experience.
- Support continuous improvement of onboarding processes, workflows, and documentation to improve efficiency and client experience.
- Implement and refine customer success tools and technologies to enhance efficiency and effectiveness.
Ongoing Customer Support
- Ensure that internal staff respond to all incoming calls and emails from customers and timely assistance is provided on their WCCTV surveillance equipment.
- Monitor ticket queue ensuring internal staff are initiating action on all tickets, monitor closure and ensures compliance for ticket resolution and response times meet established SLAs.
- Evaluate common areas/topics where customer questions arise and identify additional support and/or refresher training as needed.
- Analyze customer inquiry data to identify trends and insights, driving improvements in customer support processes and strategies.
- Delivers customer feedback as a voice of the customer to internal teams identifying customer needs, ideas & challenges. Advocates for customer needs internally, influencing product development and service offerings.
Supervisory Responsibilities:
- Effectively train, manage, and develop staff ensuring successful delivery of the customer success function, including agreed KPI’s.
- Responsible for the hiring, discipline and training of assigned staff in conjunction with Department Manager.
- Review time off requests and ensure adequate staff levels are in place at all times.
- Monitors staff performance ensuring all customer service level agreements (SLAs) are met or exceeded.
- Establish KPIs for staff, evaluate performance against KPIs and job responsibilities and conduct quarterly performance reviews. Takes remedial action as required if an individual’s performance does not meet the required standards.
- Conducts regular team meetings and 1-2-1s with direct report lines.
- Identify & implement improvements within the team to ensure efficiencies within all processes.
Education and Experience Requirements:
- High school degree or equivalent required; Associate degree in Business, Management or related discipline preferred.
- Minimum of four to six years of customer call center or customer facing help desk experience supporting technology related products required. Previous customer onboarding experience preferred.
- Two to three years of previous supervisory experience within a help desk, call center or related operation required.
- Previous experience working cross-functionally with Sales, Operations, Production advocating for customers.
- Proven track record of successfully developing and executing customer success strategies.
- A passion for helping customers succeed and a commitment to delivering exceptional service.
- Strong leadership and supervisory skills, with experience leading high-performing teams.
- Effective computer skills to include Microsoft Office, service ticketing systems, knowledge base, ERP and related computer software required. Experience with Zoho preferred.
- Experience developing, tracking and evaluating customer success performance metrics.
- Ability to multi-task, demonstrate initiative and focus on delivering high quality results leading to improved customer satisfaction.
- Strong problem-solving skills, analytical, and a proactive approach to addressing customer needs.
- Strong time management, organization and problem-solving skills required. Ability to work under pressure and with shifting priorities is a must.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with employees, customers, and internal teams.
Compensation and Benefits:
- Competitive salary range of $60,000 to $63,000 per year depending upon experience.
- 10 days paid vacation (increases with length of service) + seven (7) paid Company holidays.
- Company provided medical, dental, vision, FSA and life/AD&D insurance plans.
- 401k Plan with Company match of up to 4% and immediate vesting.
WCCTV is committed to the success of its employees and demonstrates this through our development of people. The successful candidate can expect to receive comprehensive training, coaching and support as well as opportunities for advancement.
WCCTV is an Equal Opportunity Employer.
IDR is seeking a Commercial Project Specialist to join one of our top clients for an opportunity in Suwanee, GA. This role is essential in managing and coordinating complex commercial projects within a dynamic supply chain environment, supporting order fulfillment from entry to shipment without naming the company or mentioning compensation.
Position Overview for the Commercial Project Specialist:
- Manage commercial projects and customer orders from order entry through final shipment.
- Coordinate with Logistics, Warehouse, and internal teams to ensure project requirements are met.
- Handle customer communication regarding changes such as expedites, cancellations, or address updates.
- Monitor open order reports and research discrepancies to maintain data accuracy.
- Utilize ERP systems, particularly SAP, to maintain order integrity and data quality.
Requirements for the Commercial Project Specialist:
- Experience managing commercial projects or order fulfillment from order entry through shipment.
- Strong project coordination and control tower experience managing multiple orders or projects simultaneously.
- Excellent customer communication skills, including handling changes (expedites, cancellations, address or POC updates).
- Experience working cross-functionally with Logistics, Warehouse, and internal teams.
- Proficiency in Microsoft Office (Excel, Outlook, Word; PowerPoint a plus) and ERP systems, with SAP strongly preferred.
What's in it for you?
- Competitive compensation package
- Full Benefits; Medical, Vision, Dental, and more!
- Opportunity to get in with an industry leading organization.
Why IDR?
- 25+ Years of Proven Industry Experience in 4 major markets
- Employee Stock Ownership Program
- Dedicated Engagement Manager who is committed to you and your success.
- Medical, Dental, Vision, and Life Insurance
- ClearlyRated's Best of Staffing® Client and Talent Award winner 12 years in a row.
AGE Solutions is a premier technology and professional services company, providing in-depth consulting, advanced technology solutions, and essential services throughout the U.S. government, defense, and intelligence sectors. Prioritizing innovation and client-focused solutions, we assist major agencies in addressing intricate issues and ensuring a more secure future.
We are looking for a Task Order Project Manager (TOPM) to join our team in support of a DoD customer in Alexandria, VA. The TOPM serves as the project manager for a large, complex task order (or a group of task orders affecting the same system) and assist the Program Manager in working with the Government Contracting Officer (KO), the task order-level Task Order Managers, Government management personnel and customer agency representatives. Under the guidance of the Program Manager, responsible for the overall management of the specific task order(s) and ensuring that the technical solutions and schedules in the task order are implemented in a timely manner.
Responsibilities Include:
- Develops a Task Order Management Plan (TOMP) describing the technical approach, organizational resources and management controls to be employed to meet the cost, performance and schedule requirements
- Conducts contract Kick-off and In-Process Reviews (IPR) with government stakeholders
- Develops a Transition Plan, 8570/8140 report, and Monthly Progress Reports (MPRs).
- Create, review, and ensure all deliverables for the project are submitted on time.
- Develop, maintain, and manage the Integrated Master Project Schedule (IMPS) to include milestones, critical path, and resources to ensure timely delivery of government-required deliverables.
- Allocate contractor personnel and manage project staffing, operations, and performance
- Identify, track, and resolve assigned project issues and risks
- Communicate daily project status, risks, and issues to Program Managers (PMs) and Points of Contact (POCs).
- Attend and support Daily Scrum (0700 EST) and other required meetings.
Required Skills, Qualifications and Experience:
- Minimum Requirement:
- (5) years relevant experience and 5 years of leadership experience with progressively higher responsibility in the public and/or private sector in the IT and/or consulting fields.
- Education:
- BS or BA or four (4) additional years of related experience.
- Certification Requirements:
- Must have Project Management certification (i.e. Project Management Professional (PMP) Certification, other recognized certification, etc.).
- Clearance Requirement:
- This position requires a SECRET with a Tier 5 investigation.
Compensation: $95,000+
At AGE Solutions, we reward performance, invest in growth, and share success. Our benefits support the whole person, professionally, financially, and personally.
- 26 Days Paid Leave: Includes vacation, sick, personal time, and holidays. You choose how to use it.
- Performance Bonuses: Performance bonuses are awarded based on individual contributions and company-wide results, aligning recognition with impact.
- 401(k) with Match: We match 3% of your contributions with immediate vesting.
- Financial Protection: Company-paid life insurance up to $300K and options for additional coverage for you and your dependents.
- Health Benefits: Multiple medical plans, dental, vision, FSA and HSA options to fit your needs.
- Parental Leave: 15 days of fully paid leave for new parents, because family matters.
- Military Differential Pay: We bridge the gap for employees on active duty, so they don't take a financial hit while serving.
- Professional Growth: Paid training and certifications, tuition reimbursement, and the tools and tech to get the job done right.
- Shared Success: In the event of a company sale, our CEO has committed to returning 80% of net proceeds to employees. This ensures our team shares in the long term value they help create.
At AGE, you'll do work that matters, supported by a company that delivers for its people.
AGE Solutions is a premier technology and professional services company, providing in-depth consulting, advanced technology solutions, and essential services throughout the U.S. government, defense, and intelligence sectors. Prioritizing innovation and client-focused solutions, we assist major agencies in addressing intricate issues and ensuring a more secure future.
AGE Solutions is seeking an experienced Task Order Project Manager to lead, oversee, and monitor the execution of an enterprise AV/VTC support program for a DoD Agency. The selected candidate will serve as a single management point of contact between the Government customer, the contract team, and AGE Solutions' senior leadership team. The selected candidate will be responsible for all aspects of TO performance to including staffing, employee mentorship, customer satisfaction, completion of all TO activities, quality management, submission of deliverables, subcontractor management, and financial performance.
Responsibilities Include:
- Serves as the project manager for a complex task order and shall assist the Program Manager in working with the Government Contracting Officer (KO), the task order-level Task Order Managers, Government management personnel and customer agency representatives.
- Under the guidance of the Program Manager, responsible for the overall management of the specific task order(s) and ensuring that the technical solutions and schedules in the task order are implemented in a timely manner.
- May be tasked to participate in Site Surveys for future technical refreshes and for Site Visits and System Testing for Augmentation Outside Vendor Contracts to communicate all findings and recommendation to the assigned VTC Engineer POC.
- Develop and manage project schedules for AV/VTC maintenance activities and installations.
- Develop and manage project plans.
- Oversee technical execution of the task order and ensure quality delivery of work and deliverables across all task areas.
- Develop and submit presentations and reports concerning all aspects of execution.
- Lead In Progress Review (IPR) meetings with government and contractor stakeholders.
- Develop and submit status reports to the government customer, including Monthly Status Reports (MSRs)
- Ensure the continued qualification and access of the contract team and submit associated reports such as 8140 compliance reports, CAC reports, etc.
- Coordinate daily with the contract team and government customer.
- Provide reporting and updates to the AGE PMO.
Required Skills, Qualifications and Experience:
- Experience:
- Five (5) years relevant experience and 5 years of leadership experience with progressively higher responsibility in the public and/or private sector in the IT and/or consulting fields.
- Education:
- BS or BA degree or four (4) additional years of related experience.
- Certifications:
- Must have a current Project Management Professional (PMP) or equivalent.
- Must have at least one of the following: AMX Technician (Networked AV) Certification, Completed Crestron CTI Technician Track Certification, or AVIXA CTS certification.
- Clearance:
- Must possess a High Risk, Secret, Critical Sensitive with a Tier 5/SSBI investigation (DoD Top Secret).
Preferred Qualifications:
- Experience managing DoD AV/VTC installation, configuration, programming, maintenance, and support contracts.
- Technical AV/VTC experience.
- Security+ CE certification or higher.
Work Environment and Physical Demand:
- Must be able to sit and work at a computer for extended periods.
- Must be able to occasionally visit installation and customer sites and assist team members.
- Work may require lifting and moving equipment of up to 40 pounds.
Compensation: $95,000+
At AGE Solutions, we reward performance, invest in growth, and share success. Our benefits support the whole person, professionally, financially, and personally.
- 26 Days Paid Leave: Includes vacation, sick, personal time, and holidays. You choose how to use it.
- Performance Bonuses: Performance bonuses are awarded based on individual contributions and company-wide results, aligning recognition with impact.
- 401(k) with Match: We match 3% of your contributions with immediate vesting.
- Financial Protection: Company-paid life insurance up to $300K and options for additional coverage for you and your dependents.
- Health Benefits: Multiple medical plans, dental, vision, FSA and HSA options to fit your needs.
- Parental Leave: 15 days of fully paid leave for new parents, because family matters.
- Military Differential Pay: We bridge the gap for employees on active duty, so they don't take a financial hit while serving.
- Professional Growth: Paid training and certifications, tuition reimbursement, and the tools and tech to get the job done right.
- Shared Success: In the event of a company sale, our CEO has committed to returning 80% of net proceeds to employees. This ensures our team shares in the long term value they help create.
At AGE, you'll do work that matters, supported by a company that delivers for its people.
Company Description
EllisLudell, headquartered in Itasca, Illinois, has been a leader in the industrial laundry sector since 1898, offering cutting-edge equipment and solutions. Known for their expert engineering, they design advanced machinery such as Sideloader Washer/Extractor and WHISPERDRYer and provide innovative systems like the Uptime Intelligent Machine Management platform. Focused on sustainability, Ellis develops products that minimize water and energy consumption, reducing costs and environmental impact. With clients in industries such as healthcare, hospitality, and food processing, Ellis specializes in delivering customized solutions that enhance performance and efficiency. Their commitment to innovation and environmental stewardship solidifies their leadership in the industrial laundry industry.
Role Description
At EllisLudell, our Buyers don’t just place orders — they help keep production moving.
We design and manufacture engineered-to-order industrial laundry and water treatment systems used across North America. Every machine we build is different. Every project has a schedule. And every late part has the potential to delay customer shipments.
We’re looking for a mid-level Buyer who thrives in a fast-paced manufacturing environment and enjoys solving real problems — working directly with Engineering, Production, Customer Service, and suppliers to make sure materials arrive when they’re needed.
If you’ve ever found yourself chasing down a critical component so a build doesn’t stall… this might be the role for you.
What You'll Be Doing
- Issue purchase orders for mechanical, electrical, and fabricated components based on engineering BOMs and production schedules
- Monitor open orders and proactively follow up with suppliers to ensure on-time delivery
- Expedite late or critical materials to prevent production delays
- Communicate delivery risks or supply disruptions to internal stakeholders
- Collaborate with Engineering regarding design changes and part revisions
- Work with Production and Customer Service to align material availability with build schedules
- Participate in production meetings as needed
- Engage directly with shop floor personnel to identify and resolve material shortages
- Maintain purchasing data in ERP system
- Support vendor communication regarding order status, lead times, and pricing updates
- Identify opportunities to improve planning and reduce reactive expediting
- Participate in occasional supplier visits, particularly during onboarding or when addressing delivery/quality concerns
Qualifications
- 3+ years of purchasing experience in a manufacturing environment
- Experience working within an ERP system
- Strong organizational and time management skills
- Proficiency in Microsoft Excel
- Ability to manage multiple priorities in a deadline-driven environment
- Effective communication skills across departments and with suppliers
Preferred (But Not Required)
- Experience in engineered-to-order or custom equipment manufacturing
- Ability to read and interpret engineering drawings or BOMs
- Experience purchasing mechanical or electrical components
- Exposure to supplier performance management or vendor negotiation
- APICS certification or similar supply chain training
Compensation & Benefits
- Salary Range: $70,000 – $90,000 annually (based on experience)
- Health insurance
- 401(k)
- Paid time off
- Company holidays
Success is defined by accurate, efficient order pulling, meeting productivity targets, and maintaining physical readiness for warehouse operations.
KEY DUTIES • Pull parts and components using RF scan technology • Pick approximately 50 items per hour • Perform extensive walking and lifting throughout the shift • Support inventory accuracy through precise order fulfillment EQUIPMENT & WORK ENVIRONMENT • RF scan gun • Walking-intensive role • Lifting up to 50 lbs • Warehouse environment with potential weekend/OT shifts To Apply For This Job: Select Arlington Office Click the Apply Online Button If you are currently registered with CornerStone Staffing, click the Log In button to add yourself as a candidate to this job.
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We have a 3+ mos need for a detail‑oriented Temporary Analyst - Maintenance Program and Work Order Management teams. This is an on-site role and does not have the ability for a remote work situation.
This role will create standardized (“canned”) maintenance tasks derived from Maintenance Planning Document (MPD). This position involves interpreting MPD task data from Excel or PDF sources, analyzing Aircraft Maintenance Manual details (including effectivity, notes, and ICA (Instructions for Continued Airworthiness) references—as commonly found in MPD files and determining the appropriate parts, materials, and labor requirements for squawks or maintenance task creation.
The goal is to build consistent, accurate, and reusable squawk text that can be deployed across work orders to improve efficiency, accuracy, and standardization.
Key Responsibilities
1. MPD Data Interpretation
- Review and analyze MPD task data from Excel‑based or PDF‑based MPDs, including interval, task title, effectivity, and associated notes.
- Extract the required task information and convert it into a clear, concise canned squawk.
- Ensure consistency of squawk formatting across all tasks.
2. Aircraft Maintenance Manual Research & Parts Identification
- Investigate Aircraft Maintenance Manual entries, which commonly contain source notes, effectivity details, part Number applicability, ICA references, and material/part clues.
- Determine which parts are required for the task (filters, bolts, hardware, components, etc.).
- Document required parts, quantities, and any options or condition‑based replacements.
- Cross‑reference part applicability with aircraft model, serial number ranges, and effectivity.
3. Canned Squawk Creation – convert what is in MPT to excel
- Convert MPD tasks into standardized canned squawks that include:
- Task description
- Inspection or replacement instructions
- Required parts/materials
- Interval (FH/Months)
- Notes and special considerations
- Ensure squawks are clear, aviation‑appropriate, and compatible with Maintenance/ERP systems (Corridor).
4. Documentation & Data Quality
- Log all created squawks into the designated template or system.
- Maintain accuracy by validating MPD references and consistency with OEM documentation.
- Flag discrepancies or missing information to the supervisor for review.
5. Cross‑Functional Support
- Collaborate with Maintenance Planning, Engineering, Stores, and Work Order teams as needed.
- Provide clarification or corrective updates on previously created squawks.
Qualifications
Required
- Associates degree or equivalent work experience
- Experience reading technical aviation documents (AMM Aircraft Maintenance Manual, MPD Maintenance Planning document, IPC Illustrated parts catalog, CMM Component Maintenance Manual , etc.).
- Ability to interpret maintenance task data and map to parts/material requirements.
- Strong attention to detail and data accuracy.
- Proficiency with Excel and PDF reference documents.
- Excellent written communication skills.
Preferred
- Previous experience with Corridor, CAMP, CMP, or similar MRO systems.
- Aviation maintenance or technical publications background.
The compensation for this position typically falls between $24.00 - $30.00 per hour. This position is eligible for overtime. Note, the final compensation offered to a successful candidate will depend on several factors that may include but are not limited to the type and years of relevant experience, Falcon-specific experience, relevant education/certifications, geographic location, and shift.
Position Summary
The Director of First Impressions is the welcoming face and voice of our firm. This role is responsible for creating an exceptionally positive, professional, and memorable first impression for every client, visitor, and caller. From the moment someone walks through our doors or picks up the phone, the Director of First Impressions sets the tone for the SEIA experience, one that is warm, polished, and client-centric.
This role oversees front-desk operations and provides broad administrative and office support as needed. The Director of First Impressions consistently upholds the highest standards of professionalism, ethics, confidentiality, and regulatory compliance, and models those standards in all interactions with clients, advisors, associates, and staff.
Work Schedule: Monday–Thursday, 8:30 am–4:30 pm; Friday, 8:30 am–1:00 pm
KEY RESPONSIBILITIES
Client & Visitor Experience
- Serve as a brand ambassador for SEIA through professional appearance, demeanor, and attitude
- Greet all visitors with genuine warmth, natural enthusiasm, and consistent eye contact
- Ensure accurate name pronunciation and greet visitors by name whenever possible
- Ask thoughtful questions that demonstrate sincere interest and familiarity with each visitor
- Create a welcoming environment that makes every client feel valued and at ease
- Offer hospitality services, including hanging coats and offering beverages (water, coffee, tea, soft drinks)
- Notify appropriate staff of client arrivals promptly and professionally
Telephone & Communication
- Answer incoming calls with a welcoming tone and voice inflection that conveys priority and care
- Maintain an upbeat, positive, and solution-oriented demeanor on every call
- Monitor and manage the general voicemail inbox and route messages appropriately
Office & Front Desk Operations
- Set the standard for professionalism and service excellence across the office
- Sort and distribute incoming U.S. mail
- Coordinate UPS shipments and operate shipping software
- Monitor, order, and restock office, facility, and equipment supplies
- Coordinate scheduling, setup, and upkeep of conference rooms
- Maintain cleanliness and organization of common areas and kitchen spaces
Administrative & Team Support
- Provide administrative support to staff and advisors as needed
- Assist with office-wide initiatives and special administrative projects
- Coordinate ordering and delivery of office services
- Support the planning and execution of client and internal office events
Professional Standards
- Consistently adhere to firm policies, legal and regulatory requirements, and ethical standards
- Interact with all clients, staff, associates, and advisors with professionalism, respect, and discretion
- Demonstrate initiative, attentiveness, and a proactive approach to anticipating needs
QUALIFICATIONS
- Strong verbal and written communication skills with attention to detail
- Warm, friendly, and professional attitude
- Excellent interpersonal, organizational, and customer service skills
- Ability to multitask and manage front-office responsibilities effectively
- Proficiency with Microsoft Word, Outlook, Excel, and OneDrive; comfortable using office technology
- High school diploma or equivalent; prior administrative or customer service experience preferred