Administrative Receptionist

Position Summary & Overall Purpose

The purpose of this part-time position is to perform various administrative and office support duties as needed at the Front Desk as well as assistance to other departments within the firm. This high-energy, detail-oriented positive person represents the first impression of GoldBook Financial to clients, associates and guests of the firm.

Job Accountabilities

Duties

• Greet and welcome all clients, associates and guests in a professional, friendly, and hospitable manner; announce visitors promptly to appropriate advisors or staff members; maintain a neat and orderly Front Desk, Reception area and general office area; ensure break room, lobby area and conference rooms are stocked, neat and tidy
• Answer Front Desk telephone calls and ensure that they are transferred or handled promptly and properly
• Coordinate with all external facility vendors (Iron Mountain, Parks Coffee, Sparklett’s, etc.) for maintenance, supplies and service
• Maintain and order all office supplies, kitchen supplies, printer supplies, coffee, etc. through approved vendors, ensuring that items are always on hand
• Maintain office and kitchen machinery and supplies including postage meter and photocopier
• Distribute incoming mail including US mail and UPS
• Sign for, receive and distribute packages delivered to agency
• Open, review, stamp and comply with all incoming/outgoing mail, check and fax correspondence according to compliance and supervisory guidelines
• Post agency outgoing mail and prepare UPS packages daily
• Prepare and send any Home Office/detached mail
• Schedule conference room meetings and train advisors on scheduling conference rooms
• Prepare welcome packets and prepare assigned workspace for new advisors, staff and assistants
• Provide telephone and voicemail training to new advisors, staff and assistants
• Assist with event planning and meal ordering
• New advisor, staff and assistant onboarding to include the set-up of workspace, printer setup, issuance of keys and badges
• Provides administrative support to other departments
• Additional duties and/or special projects as assigned
  
  

Job Competencies

Required Knowledge

• Strong Microsoft Office skills (Outlook, Word, Excel and PowerPoint)
• Good technology skills
  
  

Required Skills/Abilities

• Consistently presents a friendly, cheerful and positive demeanor with the clients, associates and guests
• Has a strong sense of urgency about solving problems and completing tasks and assignments
• Reads situations quickly and accurately
• Ability to self-manage as well as resolve issues on own
• Oral and written communication skills
• Listening skills
• Customer service skills
• Attention to detail
• Planning and organization skills
• Is a team player
• Ability to multi-task and prioritize multiple projects and needs with a smile
• Ability to quickly ‘catch on’ to tasks, projects, needs
• Dedicated to exceeding internal and external client expectations and experience
• Keeps others informed on the status of assigned work
  
  

Required Behaviors/Attitudes

• Positive and professional attitude
• Dependable
• Punctual
• Ability to remain calm under pressure
• Presents an appropriate professional appearance and demeanor
• Embraces change with optimism and positivity
• Takes pride in output and ownership in delivering superior results
• Cares about quality and representing the GoldBook brand
  
  

Education/Experience/License Requirements

Education: Associate degree or higher preferred or equivalent

Experience: 2 years of previous experience in customer service or in an admin/receptionist position for a Financial Service firm is preferred but not required

License Requirement: None