Position Purpose: The Receptionist Administrator for Full Spectrum Financial Solutions will be the first point of contact for our clients and guests. Additionally, this position may provide a broad range of administrative support and assistance to the Client Relationship Manager and/or branch financial advisors.
Essential Duties:
1. Greets clients and guests – directs them to appropriate staff member.
2. Screen telephone calls and transfer or direct message appropriate staff member.
3. Respond to all telephone and electronic communications.
4. Perform scheduling tasks including calendar coordination and appointment confirmations using Redtail CRM.
5. Assist Client Relationship Manager in client-related activities and correspondence.
6. Maintains clean and neat office environment.
7. Assist branch manager and/or CRM with non-financially related research requests.
8. Order supplies as necessary and track office inventory.
9. Receive and distribute mail.
10. Performs word processing, photocopying, faxing, and other light administrative duties as assigned.
Required Skills:
- Proficient utilizing Microsoft Office programs (Outlook, Excel, Word, and OneDrive).
- Excellent organizational skills including ability to prioritize and coordinate multiple tasks.
- Excellent written and verbal communication skills including professional phone etiquette.
- Excellent interpersonal skills with the ability to effectively interact with clients and business partners.
- Able to coordinate several projects and tasks to completion. Responds promptly to shifts in direction, priorities and schedules.
- Excellent problem resolution skills and sound judgement.
- Thinks strategically and proactively.
Job Type: Full-time
Pay: From $20.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Health savings account
- Life insurance
- Paid time off
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No weekends
Experience:
- Customer service: 1 year (Preferred)
Ability to Commute:
- Jericho, NY 11753 (Required)
Ability to Relocate:
- Jericho, NY 11753: Relocate before starting work (Required)
Work Location: In person