Front Desk Receptionist
1 month ago
We are a leading financial services company with a rich history of helping our clients achieve their financial goals. Our team of experts combines innovative financial planning with personalized digital experience to provide our clients with the tools they need to succeed.
The RoleWe are seeking a highly organized and detail-oriented Front Desk Receptionist & Office Coordinator to join our team. As the primary contact for customers and policy owners, you will be responsible for providing exceptional customer service and administrative support to our office.
Key Responsibilities- Greet visitors and direct them to the appropriate person or area
- Answer and screen telephone calls, and maintain the telephone system and agency directory
- Process incoming and outgoing mail, including federal express and nightly mail
- Report policies and other reporting requirements
- Log and process incoming investment checks and email FRs for instructions
- Log incoming and outgoing policies
- Maintain the reception and kitchen areas
- Act as a liaison between the office and building management to address issues
- Make copies, e-file incoming investment correspondence, and maintain copy and fax machines
- Maintain inventory and order office supplies as needed
- Answer basic policy owner/policy benefit questions
- Act as administrative support for financial representatives/staff as needed
- Complete and/or assist with projects assigned by the Office Manager/Director of Operations
- Cross-train in other support roles
- Basic computer and Microsoft Office experience
- Multi-line phone experience preferred
- Customer service experience strongly preferred
- Ability to handle detailed work with high degree of accuracy
- Excellent interpersonal skills
- Experience in problem-solving
- High level of organizational skills
- Excellent written and oral communication skills
- Professional office skills
- Ability to take independent action to make sound decisions
- Ability to multi-task
- Ability to be flexible and open-minded
- Ability to work effectively with people at all levels
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