We are looking for a Front Desk Receptionist to join our team and provide exceptional customer service to our clients. The successful candidate will be responsible for greeting clients, answering phones, making appointments, setting up meetings, faxing, filing, create client files, prep client files, projects, ordering supplies and assisting financial advisors, assisting administrative staff. The ideal candidate will have excellent communication skills, a friendly demeanor, and the ability to multitask in a fast-paced environment. Computer and phone experience a must.

Some Responsibilities Are:

• Greet clients in a friendly and professional manner.
• Answer phones and direct calls to the appropriate person or department.
• Handle client inquiries and complaints in a professional manner.
• Prepare all required items for meetings, set up meetings, clean up after meetings.
• Ensure that all client information is kept confidential.
• Maintain a clean and organized front desk area.
• Fax documents.
• Filing and organizing.
• Docusign
• Shipments
• Creating and preparing client files

Job Type: Part-time

Pay: $18.00 per hour

Expected hours: 29 per week

Schedule:

• Day shift
• No weekends

Experience:

• Customer service: 2 years (Required)

Work Location: In person