<p>WHO WE ARE</p> <p>At Greenleaf Trust N.A., our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services. We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients.</p> <p>SUMMARY</p> <p>Provide world class service to our clients and assist with coordinating the efforts and workflow of the Client Centric Teams. Maintain a positive image of Greenleaf Trust throughout the community. Individuals are responsible for daily independent decisions related to servicing and managing both internal and external client relationships.</p> <p>YOUR ROLE IN SERVING OUR CLIENTS AND ASSISTING DIVISIONS INCLUDES:</p> <p>Reception Area and Client Care</p> <ul> <li>Reception area support and phone coverage to ensure reception area runs smoothly and calls are handled timely </li><li>Assist with coordination of reception coverage with other Client Service Representatives and Forward Phones team for breaks, lunch, appointments and vacations </li><li>Ensure every call is handled in a courteous and professional manner </li><li>Greet guests and determine nature and purpose of visit </li><li>Responsible for directing inquiries accordingly </li><li>Plan for accommodations for scheduled guests (water, coffee, coats, etc.) </li><li>Assist with safekeeping of information for team use and update it regularly (contact information, front desk procedures, etc.) </li><li>Ensure front desk premises are kept clean and organized at all times </li><li>Comply with all company policies, procedures and guidelines as they relate to call handling, client service standards and guest relations </li><li>Assist with client events hosted in Kalamazoo and actively participate in event-driven marketing events </li><li>Maintain professionalism in times of high volume and traffic flow </li><li>Sort, process, and scan mail; coordinate USPS and UPS delivery/pickup </li><li>General administrative support for the organization as needed </li></ul> <p>Security/Office Maintenance</p> <ul> <li>Collaborate with security personnel to ensure guests/vendors/maintenance workers have guest passes </li><li>Ensure maintenance of the building, intercoms, doors and security cameras, notifying the appropriate personnel in the event of a malfunction </li></ul> <p>Office Coordination/Management</p> <ul> <li>Office and kitchen supply ordering and management </li><li>Maintain overall office organization by stocking supplies and keeping workrooms and common areas clean and orderly </li><li>Provide general, and administrative support ("back-up") for any appropriate position or function within Greenleaf Trust </li><li>In support of the Client Centric Team, handle both confidential and non-routine information while providing administrative duties </li><li>Maintain appropriate communication with all team members </li><li>Assist with organizing department activities for all members while maintaining the Greenleaf Trust culture in each event and interaction </li><li>Participate as an impactful member of assigned workgroups and projects as assigned </li></ul> <p>MINIMUM EDUCATION / EXPERIENCE REQUIRED</p> <ul> <li>Bachelor's Degree is preferred, and a minimum of three years of professional office experience delivering excellent customer service or equivalent education and experience. Financial services experience preferred but not required. </li></ul> <p>PHYSICAL REQUIREMENTS</p> <ul> <li>This position requires a significant amount of time sitting and working on a computer, sitting in meetings and/or talking on a telephone </li><li>Dexterity of hands and fingers to operate a computer and office equipment </li><li>Bending at the waist, reaching overhead, above the shoulders and horizontally to retrieve files and supplies </li><li>Ability to answer the phone, visually monitor security cameras and verbally greet clients </li><li>Light lifting </li></ul> <p>WORK ENVIRONMENT</p> <p>Normal office environment, subject to constant interruptions, that is well lit, properly ventilated and handicap accessible.</p> <p>OTHER</p> <ul> <li>Regular, in-person attendance in the Kalamazoo, Michigan office is required. </li><li>Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m. </li></ul>