Strategic Planning Director directs and oversees an organization's strategic and long-range goal planning function. Drives strategic initiatives and supports the development of long-term growth plans and profitability goals. Being a Strategic Planning Director analyzes emerging industry trends, expansion opportunities, including mergers and acquisitions, competitive threats, the viability of outside business partners, and sources of capital. Establishes and retains relationships with industry analysts and the investment community. Additionally, Strategic Planning Director utilizes data-driven methodologies to analyze business performance metrics and process improvement options effectively. Develops reporting and tools to communicate strategic plans and concepts to leadership. Conducts periodic status reviews of organizational goals and objectives to identify roadblocks to progress. Requires a bachelor's degree. Typically reports to top management. The Strategic Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be a Strategic Planning Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)
Pacific Crest Planning is devoted to serving our clients and communities by providing clarity and inspiring confidence in their financial future.
Summary: Pacific Crest Planning is seeking a professional and friendly individual to join our team. The ideal candidate will be the first point of contact for visitors and clients, providing a cheerful welcome, and efficient experience. This role plays a key role on our team. Responsibilities include answering phone calls, scheduling appointments, managing correspondence, and assisting with administrative tasks.
Major Responsibilities:
· Greet and welcome visitors in a courteous and professional manner
· Answer inbound calls in a timely and polite manner and efficiently direct calls to appropriate employees
· Maintain and update CRM client database
· Calendar management and coordination between multiple calendars for all office employees
· Office administrative tasks such as mail processing, meeting preparation, appointment reminder tasks
· Maintain a clean and organized reception area and organize office space
· Assist with administrative tasks such as data entry, filing, and photocopying
· Provide general administrative support to staff as required
Qualifications:
· Bright, energetic professional with outstanding communication and interpersonal skills
· Highly motivated self-starter who can work autonomously and as part of a team in a fast-paced, changing environment
· Ability to manage multiple tasks with shifting priorities and timeframes
· High level of initiative, creative thinking, decision making and problem resolution skills
· Demonstrate PC literacy and proficiency with Microsoft Office Suite (Word, Excel, Outlook)
· Excellent verbal communication skills in person and via telephone
· Excellent written communication skills via email and other forms of written business communication
· Maintain excellent attendance standards
Requirements:
· High School diploma or equivalent
· Proven experience as a receptionist or similar role is preferred
· Must be able to pass a background check
Job Type: Part-time
Pay: From $17.00 per hour
Expected hours: 30 per week
Benefits:
Schedule:
Work Location: In person
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