Branch Receptionist

Branch Receptionist (Onsite, Tallahassee, FL)

This position will require onsite work on a weekly basis.

For over 75 years, Gabor Financial Solutions has marketed and sold insurance and financial products to employees of Florida public universities and colleges. As of January, 2022, Gabor Financial Solutions is now a part of Lincoln Investment. Lincoln Investment is recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has about 1,000 financial professionals nationwide and we serve over 310,000 clients representing over $60 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Those offered employment for this position will be employees of Lincoln Investment.

Basic Function: To serve as a positive first point of contact for all incoming clients and callers by assisting with basic inquiries, directing more complex questions to the appropriate associates, and providing additional support to the operational team.

Duties And Responsibilities

• Answer incoming calls timely, professionally, and distribute to associates as needed.
• Greet and assist walk-in clients in a professional and pleasant manner.
• Process and distribute all incoming and outgoing mail.
• Maintain conference rooms and meeting spaces.
• Keep office refreshments stocked and order when needed.
• Carry out closing checklist tasks daily.
• Assist office staff with projects, as directed through Supervisor.
• Carry out scanning of any necessary mail or other documents.
• Comply with all federal, state and insurance regulations as relates to the position.
• Other duties as assigned.
  
  

Required Qualifications

• High school diploma required, BA or BS
• Minimum of 3-5 years of customer service experience
• Excellent written and verbal communication skills
• Proficient in Microsoft Office product suite
  
  

Physical/Other Requirements

• May sit at workstation for extended periods of time.
• May view computer screen for extended periods of time.
• Periods of fast pace are normal particularly when working to meet deadlines.
  
  

Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.