Job Description

Office Receptionist/Administrator Job Summary:
Serve callers, visitors, and employees by greeting and directing callers and visitors\xcd\xbe handle all incoming mail and distribute based on compliance requirements\xcd\xbe coordinate office duties such as event planning, ordering all supplies and maintaining kitchen and other shared areas\xcd\xbe scheduling and confirming appointments for financial advisors in the office. Duties:
* Greets and directs corporate office callers by answering telephone calls from customers\xcd\xbe determining nature of business and directing callers to appropriate destination.
* Welcomes visitors and employees to the corporate office by greeting them\xcd\xbe 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:
30- to 35-hour part-time position with flexible daily hours\xcd\xbe 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: Part-time Pay: $25.00 - $30.00 per hour Benefits:

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

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: One location