Receptionist/Administrative Assistant

Overview

The Schaff Planning Group is seeking a Receptionist/Administrative Assistant to support our growing estate planning and financial services business. This position will serve as the face of our organization and will be the first interaction clients have when they call us or enter the building. The ideal candidate will be competent in prioritizing and working with minimal supervision. Responsibilities will include general customer service, basic office management such as managing and ordering supplies, and file management.

Application Requirements:

• Cover letter
• Resume
• 2-3 Professional References

Desired Skills/Experience:

• 1-2 years of experience working in an office management role
• 1-2 years of experience working in a customer service role
• Organizational skills and the ability to keep track of multiple ongoing tasks
• High level of comfort with interpersonal interactions
• Strong written and verbal communication skills

Education:

• Required: A high school diploma or GED
• Preferred: A bachelor’s degree in a related field such as business or communications

Specific Responsibilities:

• Staffs the front desk and performs reception duties such as answering the phones, receiving and sending mail, scheduling appointments, etc.
• Composes correspondence to clients, investment companies, and other professionals
• Monitors and orders office supplies
• Performs basic, light cleaning
• Witnesses and notarizes legal documents as needed
• Assists with maintaining both physical and digital filing system

Schedule:

• 25-40 hours
• No weekends
• Most major holidays off
• Flexible time off

Compensation:

$20-$25/hour, depending on experience

Benefits Offered:

Full-time staff receive employer-paid health, dental, and vision.

Pay: From $20.00 per hour

Expected hours: 25.0 – 40.0 per week

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Vision insurance

Work Location: In person

Salary : $20 - $25