Receptionist/Administrative Assistant

Job Summary

This in-office Receptionist/Administrative Assistant position is the key liaison between internal staff at Sound Income Group (and affiliates) and to our high-producing Financial Advisors and Clients. Successful candidates for this position will enhance office effectiveness by providing overall team support functions. The ideal candidate projects a professional and competent image, while maintaining a friendly and outgoing manner. This position is fundamental to the administrative, operational, and recruiting functions of the company and, as such, requires established organizational skills, attention to detail, solid time management skills and an impeccable interpersonal personality.

Responsibilities and Duties

• Welcomes guests and visitors by greeting them, in person or on the telephone; answering or directing inquiries
• Maintains office supply inventory; checks stock to determine inventory; anticipates needs; places orders
• Ensures smooth operation of offices, kitchens and supply room by completing preventive maintenance and cleaning requirements; troubleshooting problems; calling for repairs; maintaining inventories
• Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics
• Conserves executives’ time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating telecommunications
• Maintains executives’ appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel
• Prepares reports by collecting and analyzing information
• Secures information by completing data base backups
• Contributes to team effort by accomplishing related tasks as needed
• Assist with preparation of various department needs as well as corporate events
• Ensure mail is picked up daily and distributed in a timely manner
• Assist with special projects as needed
• Help with Human Resource events i.e., birthdays, anniversaries, holidays, etc.
• Work with outside vendors to send special occasion cards/gifts to clients and advisors

Required Skills and Qualifications

Local candidates only. Must possess moderate to advanced skills with Microsoft Office products, spreadsheets, and reporting; be proficient with calendar management, travel coordination, supply management and equipment maintenance; and highly skilled at organization, time management, verbal/written/interpersonal communications, as well as with telephone greeting and presentation etiquette.

Benefits

• Health/Dental/Vision, Life Insurance, Short/Long term Disability, Paid time off, 401k

The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.