The ideal candidate is a highly organized self-starter who is capable of assisting in the day to day functions of the office.
Responsibilities
- Provide customer support
- Check the telephone answering machine each morning
- Ensure all supplies and forms are current and available
- Monitor stock of general office supplies and order as needed
- Sort and distribute mail and ensure office mail goes out at least once a day and more often if necessary
- Maintain a current and accurate district roster
- Coordinate with business partners
- Greet clients and inform Administrative Assistant/Client Contact Specialist or Advisor of their arrival and make clients as comfortable as possible
- Be a team player in the office by presenting a professional appearance and demeanor and by assisting the clients and other office personnel as needed
- Prepare express mail envelopes as needed and ensure pickup or drop off
- Ensure distribution of incoming faxes and transmission of outgoing faxes
- Coordinate with business partners as needed
- Perform other duties as requested by an advisor.
Qualifications
- Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
- Excellent organizational, written and verbal communication skills
- Proficient in MS Office products specifically Word and Excel
- Ability to handle multiple tasks and thrive in a fast paced environment
- Self-motivated
- High school diploma or equivalent