Job description

Office Receptionist/Administrator Job Summary:
Serve callers, visitors, and employees by greeting and directing callers and visitors; handle all incoming mail and distribute based on compliance requirements; coordinate office duties such as event planning, ordering all supplies and maintaining kitchen and other shared areas; scheduling and confirming appointments for financial advisors in the office.

Duties:
* Greets and directs corporate office callers by answering telephone calls from customers; determining nature of business and directing callers to appropriate destination.
* Welcomes visitors and employees to the corporate office by greeting them; answering and referring questions.
* Maintains safe and clean reception area by complying with established policies and procedures, as well as the kitchen and all shared office areas.
* Contacts clients and prospects to schedule and confirm financial review meetings for advisors in the office. Must be familiar with Microsoft Excel.

Skills/Qualifications:
Professionalism, Telephone Skills, Verbal Communication, Microsoft Office Skills, Attention to Detail, Customer Focus, Multitasking, Organization, Quality Focus, Confidentiality Agreement/Non-disclosure signatures required.

Other Job Details:
40 hour full time position with flexible daily hours; no medical insurance or other group benefits provided for this position. There is an option to move into a full-time position over time.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: In person

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