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Administrative
Receptionist
Jacksonville, OR
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Pioneer Wealth Advisors

Receptionist

Job Description

Receptionist Jacksonville, OR 97530 $18 - $20 an hour -

Full-time Pioneer Wealth Advisors Job Description Position Title:
Receptionist Position Description:

The Receptionist's primary role is to be present at the front desk and be the primary person to answer phone calls and create a warm and welcoming experience for those contacting the business. Additional Reception duties are outlined below.

Position Responsibilities:

Answering inbound calls Screening incoming calls (wholesalers, COI, clients) Ordering office supplies Greeting visitors Receiving mail & packages Client appointment confirmation Maintain various logs File documents and notate client files, including e-filing documents Scanning and e-filing receipts Stocking refreshments Stocking restrooms Gathering trash and taking cans to sidewalk and retrieving when complete Outbound calls to service providers to set appointments Tidying up office and washing dishes end of day Completing other delegated activities as needed Notary services (Current notary not required - will assist in training/completion) Watering plants Make coffee daily

Required Skills:

Friendly & Welcoming Excellent Phone Skills Exceptional Oral & Written Communication Skills Organized, Meticulous, Detailed Oriented Professional Attitude, Demeanor & Appearance Dependable & Punctual Vigilant Regarding Cyber Security High Degree of Confidentiality Clerical Skills - Database, Filing, Typing, Note Taking Exercise Good Judgment by Recognizing Urgency Team and Client focused Works Well with Procedures Good Time Management Able to Work Independently

• Proficient with

Technology Positive Attitude Education & Experience Requirements:
High School Diploma or Equivalent Schedule:

Monday Through Thursday 9:00 to 5:00 (30 or 60 min unpaid lunch); Friday 9am-1pm. (32-34 hrs./week)

Compensation and Benefits:

$18-20 per hour depending on skills and experience 1 week paid time off upon direct hire (after first 90 days) 2 weeks paid time off after one year of service Full PTO policy available during interview process Paid federal/NYSE holidays

SIMPLE IRA

with employer match

Physical Requirements:

Sitting and/or standing for prolonged periods of time Looking at computer monitors for extended periods of time Typing Lifting/Carrying packages up to 40 pounds Talking on the phone Talking with people in person Professional attire The above statements are intended to describe the general nature and level of work being performed by persons assigned to this position. They are not intended to be an exhaustive list of all associated responsibilities, skills, efforts, or working conditions. Pioneer Wealth Advisors reserves the right to change, amend, add, delete, and otherwise assign any and all duties, responsibilities, and position titles as it deems necessary to meet the needs of the business.

Job Type:
Full-time Pay:

$18.00 - $20.00 per hour Expected hours: 32.0 - 34.0 per week

Benefits:

Paid time off Retirement plan

Education:

High school or equivalent (Preferred)

Experience:

Customer service: 1 year (Preferred)

Work Location:

In person

Benefits

  • Paid Time Off (PTO)
  • Dental Insurance
  • Other Retirement and Savings
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