Receptionist/Director of First Impressions Position We are a boutique financial services firm located in Tallahassee and an offsite branch of North Florida Financial Corporation. We are committed to do what is the best for our clients, knowing that people matter while holding our practice to the highest standards. Our mission is to use our skills and financial knowledge to help our clients and those important to them enjoy financial security and prosperity throughout their lifetime. We are a growing office looking to complement our team with the right individual. The Receptionist/Director of First Impressions is the face of our company and is the key person responsible for providing the first impression and professional service to our current and prospective clients. We are looking for an individual who can work closely with our financial professionals and other staff members, while maintaining and promoting a team attitude in the workplace. This is part-time or full-time position depending on applicant’s availability. Skills: Ability to multitask and prioritize Have excellent communication skills both verbal and written Intermediate to advanced skills with MS Office Suite with emphasis on Excel and Word Ability to learn and adapt to change Ability to be punctual and possess good judgment and decision-making skills Comfortable with computers and online programs Maintain confidentiality of client records and office information Desire to obtain long-term employment Responsibilities: Greeting clients and answering phones in a warm, friendly and positive manner Maintain a professional looking lobby and conference rooms, as needed Assist clients with issues or questions they may have and see they receive quality service Assist with scheduling, as needed Responsible for confirming client meetings and other appointments Prepare meeting packages for the financial professionals and maintain inventory Download client statements as needed by the financial professionals Copy and fax documents as needed by the financial professionals/staff members Scan and electronically file documents Assist with ordering and stocking office supplies, as requested Send and receive correspondence, and distribute and file as necessary Assist with disseminating marketing information, as needed Maintain client information and records in a client management/database system Other duties as required
Receptionist/Director of First Impressions Position We are a boutique financial services firm located in Tallahassee and an offsite branch of North Florida Financial Corporation. We are committed to do what is the best for our clients, knowing that people matter while holding our practice to the highest standards. Our mission is to use our skills and financial knowledge to help our clients and those important to them enjoy financial security and prosperity throughout their lifetime. We are a growing office looking to complement our team with the right individual. The Receptionist/Director of First Impressions is the face of our company and is the key person responsible for providing the first impression and professional service to our current and prospective clients. We are looking for an individual who can work closely with our financial professionals and other staff members, while maintaining and promoting a team attitude in the workplace. This is part-time or full-time position depending on applicant’s availability. Skills: Ability to multitask and prioritize Have excellent communication skills both verbal and written Intermediate to advanced skills with MS Office Suite with emphasis on Excel and Word Ability to learn and adapt to change Ability to be punctual and possess good judgment and decision-making skills Comfortable with computers and online programs Maintain confidentiality of client records and office information Desire to obtain long-term employment Responsibilities: Greeting clients and answering phones in a warm, friendly and positive manner Maintain a professional looking lobby and conference rooms, as needed Assist clients with issues or questions they may have and see they receive quality service Assist with scheduling, as needed Responsible for confirming client meetings and other appointments Prepare meeting packages for the financial professionals and maintain inventory Download client statements as needed by the financial professionals Copy and fax documents as needed by the financial professionals/staff members Scan and electronically file documents Assist with ordering and stocking office supplies, as requested Send and receive correspondence, and distribute and file as necessary Assist with disseminating marketing information, as needed Maintain client information and records in a client management/database system Other duties as required
SWG-Receptionist-Announcement-April-2018.docx