Receptionist

Position Roles/Responsibilities/Accountabilities

• Support the team with a variety of functions, projects and tasks
• Interface with clients to coordinate meetings, mailings, and other communications
• Greet clients and visitors when they arrive
• Answer all incoming calls and disperse them and any messages appropriately
• Maintain client correspondence including compliance and marketing mailings
• Performs routine administrative duties such as maintaining office supplies, data entry of information, and processing mail
• Drive client facing activity in the practice by scheduling meetings with clients on behalf of the practice’s Financial Advisors
• Maintain internal mailing lists, birthday card lists, and monthly calling lists
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
• Maintain physical or electronic file
• Completes other miscellaneous tasks as assigned

Position Qualifications

• Previous experience working as a receptionist in a professional service firm desired
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• High school diploma or equivalent
• Customer Service experience
• Strong phone etiquette skills

Competencies