Hybrid Concierge

Job Summary

Join our dynamic team as a Hybrid Concierge in the financial services industry. Here you'll be the welcoming face and helpful voice for our clients and business partners both in person and virtually. While it's not a hotel, hospitality is key. The position serves as the founder's right hand man for co\-ordination and execution of daily office operations and off\-site events. In the main you will be responsible for scheduling and logistical co\-ordination with event partners and venues, in\-person event management, pre and post\-event document management and CRM entries, and with clients and financial institutions.

While some office and administrative activities can be done remotely, this position will occasionally require a minimum of two to three days back\-to\-back on\-site presence with travel between the office and event sites in and around the VA/MD/DC areas, with extended in\-person hours event days (may include weekends).

Responsibilities

• Assist with scheduling and confirming in\-person and virtual appointments with clients and business partners.
• Assist with pre\-event and on\-site registration and confirmation of attendance.
• Liaise with potential and confirmed event sites to conduct site visits, finalize reservations, seating and catering arrangements and administer related contracts.
• Prepare, package and deliver event materials, displays and equipment to event sites.
• Co\-ordinate the timely and efficient set\-up and breakdown of displays and equipment.
• Co\-ordinate the distribution, collection, collation of event documents and post\-event bookings in collaboration with the Client Operations Coordinator(s).
• Receive, register, and usher guests and presenters at events.
• Collaborate with virtual assistant to scan, review, and verify client information and appointments to ensure time and accurate uploads/data entries into the on\-line document repositories and CRM systems.
• Handle guest and client inquiries with professionalism and courtesy, demonstrating excellent phone etiquette and communication skills.
• Liaise with clients and financial institutes to co\-ordinate the timely and efficient transfer and allocation of funds.
• Coordinate the collection and delivery of client contracts in consultation with the Client Operation Cordinator(s) and Founder.
• Maintain a tidy and organized front desk area, reception and refreshment stations, while in\-office to contribute to a comfortable and pleasant office environment.
• Monitor and co\-ordinate the timely replenishment of office stocks and refreshments.

Skills and Abilities

• Strong customer service skills with a friendly, approachable demeanor.
• Excellent time management to prioritize tasks efficiently in a fast\-paced environment.
• Professional phone etiquette to handle inquiries confidently and courteously.
• Ability to adapt communication style and demeanor on a situational basis.
• Ability to think logically and leverage emotional intelligence to self\-regulate, de\-escalate situations and foster trust and effective working relationships with others.
• Ability to take follow\-instructions accurately when needed to ensure compliance with regulatory and business partner requirements.
• Ability to anticipate, identify, evaluate and resolve problems on own initiative and/or make recommendations in consultation with others, as appropriate.
• Ability to learn CRMs, carrier portals, investment portals and bookkeeping software quickly.
• Ability to use Microsoft Office Suite and Google tools at an intermediate or advanced level to prepare, edit, and store meeting notes, event documents, and track client activities to support efficient office operations and accurate data analytics.

Behaviours

• Organized and detailed Oriented.
• Resourceful.
• Diligent and thorough.
• Resilient.
• Trustworthy.
• Pleasant speaking voice.
• Approachable.

Job Type: Contract

Pay: From $50,000\.00 per year

Benefits:

• Commuter assistance
• Flexible schedule
• Free parking

Application Question(s):

• Are you available to work extended hours and on weekends?
• Will you be able to reliably commute to the main office in Lorton, VA and various event sites in around VA/MD/DC for this job?

License/Certification:

• Driver's License and a working vehicle (Preferred)

Work Location: Hybrid remote in Lorton, VA 22079