Receptionist

We are looking for a dependable and highly detail-oriented Receptionist to perform a variety of administrative, reception, and clerical tasks. Our successful Financial Planning firm in Northbrook, Illinoisis seeking a receptionist to ensure smooth day-to-day operations while providing superior customer service to the firm's prospects, clients, and team members. The ideal candidate will have at least 2 years of office/administrative experience and be able to perform general tasks such as handling calls, calendar, and database management, and welcoming clients to the office. This team member will be instrumental in ensuring clients have the most memorable, positive experience.

Minimum Requirements:

HS Diploma 2+ years of experience in working in a professional office and fast-paced environment Proficient skills with MS Office Suite Comfortable and familiar with CRM platforms Industry experience preferred, but not required This position requires that you possess the following skills: Strong organizational skills and strong attention to detail Proficient with filing, phone systems, faxing, and scanners Excellent communication skills; both verbal and written Calendar management Polished interpersonal and presentation competencies Exceptional phone skills Sincere and caring attitude Provide outstanding client service Thrive in a "time sensitive" environment and adaptable to changes without affecting the quality of work

Responsibilities:

This position will assist the Team in maintaining exceptional customer service to help exceed client and regulatory expectations by following day to day tasks such as: Answer phones and greet clients in a friendly, warm manner Ensure vendor supplies are stocked for client meetings Record notes from client conversation in an accurate manner Enter and maintain databases of clients and prospects Manage filing system Attend and contribute to team meetings Maintain the office environment in an immaculate and organized condition Maintain job-related/industry specific compliance files Assist in organizing events, event supplies, and promotional material Assist in the coordination of various vendor/client events Develop and mail letters to clients for various purposes upon request Prioritize daily tasks to be proactive in time management General back up support for all other positions consisting of varied tasks as needed

Job Type:

Full-time Pay:

$18.00 - $22.00 per hour

Benefits:

Paid time off

Education:

High school or equivalent (Preferred)

Experience:

Microsoft Office:

2 years (Required)

Customer Service:

2 years (Required) Ability to

Relocate:

Northbrook, IL 60062: Relocate before starting work (Required)

Work Location:

In person