What is the job?
* Greet clients and visitors in a warm and friendly manner. Assist them in handling coats, storing luggage, getting refreshments, and contacting the advisor or admin for their meetings.
* Answers all inbound calls professionally and politely.
* Check phone messages in general voicemail inbox. Forward to appropriate party.
* Manage company software programs including, but not limited to, Financial Planning Software, CRM, Proposal System, Reporting System, our IT provider, and broker-dealer operations.
* Order necessary office supplies and kitchen supplies. Replenishment of client refreshments.
What you bring to the job?
* Proficient with Windows based software, including MS Word, Excel, PowerPoint, and Outlook
* Strong interpersonal skills - positive attitude and friendly disposition
* Strong organizational skills and ability to prioritize
Must be dependable and punctual
* Ability to pass a Background Check and Drug Screen
- RH Recruitment
- Category: Administrative
- Career level: ---
- Salary: $14.00 - $16.00 / hour
- Job type: Full Time