Apply on Employer Site

Creative Planning · 22 hours ago

Front Desk Associate

Urbandale, IA

Full-time

Onsite

Entry Level

2+ years exp

Creative Planning is an independent wealth management firm seeking a Front Desk Associate to provide a world-class experience for clients and guests upon arrival. The role involves general office support, including clerical activities, executive support, and client interaction, while representing the company's core values.

ConsultingFinancial Services

Growth Opportunities

Hiring Manager

Aubri Heitmann

Responsibilities

Provide executive support to Managing Director

Attend meetings as needed

Receive client tax documents via mail & electronic delivery

Find and add Creative Planning wealth management tax documents, MLP K-1’s, and other client information as needed

Sort information to prepare for scanning in CCH

Contact clients with status update of tax or audit information

Scan client documents into CPA systems

Outgoing mail processing, including UPS overnight shipments

Proof client deliverables as needed

Receive mail and file, sort, and distribute mail

Assist with various projects and other duties as assigned

Answer incoming calls and assume receptionist duties when needed, i.e. lunch coverage rotation

Schedule appointments

Greeting clients & visitors

Qualification

Microsoft Office suiteAdministrative supportWritten communicationVerbal communicationMulti-taskingOrganizedProfessional demeanorOffice machinesInterpersonal skillsProblem solvingDetail orientedConfidentiality