The Greeter is the first point of contact at the Help Hub, welcoming all visitors upon arrival. They provide intake forms for clients to complete before seeing an advisor and will assist visitors with filling out form when needed.
Key Responsibilities:
- Warmly welcome each visitor
- Sign visitors in on the clipboard and copy Photo ID
- Check SalesForce for returning clients and pull existing files
- Keep the tone uplifting and trauma-aware
- Inform staff of any urgent needs or accessibility issues
- Make sure that the Intake Form is completed prior to advisor meeting
Qualifications:
- Sensitivity to confidential information
- Strong situational awareness
- Advanced or strong communication skills
- Excellent written and verbal communication abilities
