What are the responsibilities and job description for the Front Desk Receptionist position at WNY Asset Management?
Position Summary:
Performs duties such as handling client calls, greeting and seating clients for appointments and being the “face” of the franchise.
Overview of duties and responsibilities:
1. Manage the office conference room calendar(s).
2. Inventory, purchase/order and stock essential items.
3. Handle incoming client calls, often multiple calls at a time.
4. Meet and Greet (Host) clients on-site for appointments.
5. Prepare conference rooms between meetings.
6. Scan and/or mail paperwork
7. Administer documents within the Firm’s document repository and customer relation management system
8. Assist with other duties and special projects as assigned by supervisor, including annual, quarterly and special assignments
Knowledge skills and responsibilities:
High school graduate with strong PC skills. Must have a warm and welcoming demeanor, professional appearance, possess a pleasant telephone voice and very strong interpersonal skills. Able to work effectively without supervision. Must be helpful, detail oriented, patient, and able to perform multiple tasks. Must be capable of light physical work, including moving items no heavier than 20 lbs., and moving around conference room area to prepare rooms/wipedown tables.