Job Description

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

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