Receptionist

Description:

Greet Prospects & Clients. Support in office functions - copies, mail, scanning as necessary.

As a Client Service Administrative Assistant for our City, ST location, you'll provide floating administrative support to one or more Financial Planning teams and acts as a liaison between clients and internal contacts at all levels of the organization. This individual will also provide general office support with a variety of clerical activities and related tasks.

We are looking for someone with administrative experience to help us deliver superior service by building and nurturing the client relationship, as well as performing all related office management functions. If you have exceptional client service and communication skills, with a good understanding of finance, this may be the opportunity for you!

Responsibilities:

• Assist and administratively support Planning team(s) with client/paperwork issues to include preparing/processing paperwork and processing checks
• Provide excellent service and maintain client satisfaction
• Assist with follow-up on all checks and paperwork processed ensuring accounts are opened and funded in a timely manner
• Assist with general mailing and scanning procedures
• Assist with the pick-up and delivery of express mail services (US Government Client, UPS, etc.)
• Serve as back-up to the planning team when needed, which includes: answering all incoming calls for Planners, route calls to the appropriate employee, and distribute messages as appropriate
• Attend and assist with coordination of company seminars by registering attendees, ensuring necessary supplies are on hand, and set-up/tear-down is complete
• Assist with any company project or activity and attend functions as required
• Other administrative duties as required and assigned

Requirements:

• Assist and administratively support Planning team(s) with client/paperwork issues to include preparing/processing paperwork and processing checks
• Provide excellent service and maintain client satisfaction
• Assist with follow-up on all checks and paperwork processed ensuring accounts are opened and funded in a timely manner
• Assist with general mailing and scanning procedures
• Assist with the pick-up and delivery of express mail services (US Government Client, UPS, etc.)
• Serve as back-up to the planning team when needed, which includes: answering all incoming calls for Planners, route calls to the appropriate employee, and distribute messages as appropriate
• Attend and assist with coordination of company seminars by registering attendees, ensuring necessary supplies are on hand, and set-up/tear-down is complete
• Assist with any company project or activity and attend functions as required
• Other administrative duties as required and assigned