Administrative Assistant Receptionist

1 week ago

Medford, United States Oregon Pacific Financial Advisors Full time
Job DescriptionJob Description

Oregon Pacific Financial Advisors, Inc. in downtown Medford is looking for a qualified candidate to join our Investment Advisory Team on a full-time basis. Our employees enjoy an association with a stellar organization with a first-class reputation in our community. Qualified individuals are invited to join our organization and work alongside like-minded professionals that are committed to excellence

Our current opening is a full-time Administrative Assistant Receptionist position, working Monday-Friday, 8:00 am to 5:00 pm, with an hour for lunch.

Essential Duties and Responsibilities

  • Opening/Closing Procedures (Punctuality Is Important)
  • Answer phones with professionalism to help or direct callers.
  • Calendaring - scheduling and managing multiple calendars and appointments
  • Greet clients and visitors - fun and outgoing personality is a plus
  • Assist advisors with general client servicing issues with accuracy (account paperwork, etc.) – which is critical to our firm.
  • Build confidence and effectively communicate with our clients & each of us on the team. Good communication and follow-up is a key to our success.
  • Provide departmental infrastructure support (i.e., scanning, filing, mail, calling and any other related administrative functions).
  • Work with our preferred investment companies in various ways for client support.
  • Capable of multi-tasking daily responsibilities as well as assigned projects.

Education and/or Experience

  • Three or more years of related experience or equivalent combination of education and experience is preferred.
  • Associates Degree or equivalent is preferred

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