Job Description
Job Description
Description : THE ROLE
At Truxton, the Lobby is the front porch of our business. The Office Coordinator position serves as the face of our exceptional client service and reflects the values of the company. We are looking for candidates that have a passion for delivering superior client experiences, building relationships, and providing attentive service to anyone who enters the workplace.
WHAT YOU WILL BE DOING
- Serving as the front desk receptionist, warmly welcoming clients and guests, and directing them to the appropriate areas or personnel
- Answering client questions with confidence and owning client issues via phone and email
- Responding promptly and courteously to a wide variety of client requests, accurately assessing their needs and providing assistance or directing them to the appropriate person
- Managing and redirecting incoming calls to Truxton colleagues
- Notifying Truxton colleagues when guests arrive at the office
- Scheduling conference rooms and coordinating logistics for meetings, ensuring smooth operations
- Coordinating meals and beverages for onsite meetings or events as necessary, ensuring client satisfaction
- Assisting with the planning and set up of Truxton-hosted events
- Managing in-house mail services, including sorting and delivering incoming and outgoing mail promptly and accurately
- Assisting clients with safe deposit boxes and signature cards
- Performing additional administrative duties as assigned by supervisor, contributing to the efficient functioning of the office environment
Requirements :
WHAT WE ARE LOOKING FOR
Attributes and Abilities
Client service-oriented, displaying positivity and emotional intelligenceFlexible and able to seamlessly adapt to any situation or client interactionProblem solver, able to both diagnose challenges and solve them efficientlyClear communicator, able to speak knowledgeably about Truxton servicesDetail-oriented, organized, and able to handle multiple tasks in a timely fashionExperience and Skills
1-2 years of working knowledge and experience in the finance industryOR experience in an corporate environment with transferable customer service skillsYou are proficient with Microsoft Office (Outlook, Teams, Word, Excel) Education and DesignationsBachelor’s Degree preferredOR significant coursework and demonstrated interest in business or financeABOUT TRUXTON
WHO WE ARE
Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton’s vastly experienced team of professionals provides customized solutions to its clients’ complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle : do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK : TRUX).
MISSION STATEMENT
To do the right thing every day, putting our clients’ interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life.
WHAT WE OFFER
401k + company matchMedical, life, dental, vision insurancePaid federal holidays and vacationEmployee assistance program (EAP)Support towards continued learning and industry certificationsWHY YOU SHOULD WORK HERE
Truxton is a highly profitable and growing company that has been recognized by American Banker as the 7th best community bank (top-ranking TN bank) based on 3-year ROAEOpportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated workBecause we are a smaller company, you will have the opportunity to chart your own course and contribute to initiatives that go beyond your job titleOpportunities for incentive bonuses through new business referral