Receptionist
Core
First point of contact for clients visiting or calling the branch, directing inquiries to appropriate personnel.
Role type
Front-office receptionist
Builds
Client intake and office operations support
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
professional call etiquette, basic computer skills, customer service, office administration
Preferred skills
knowledge of telephone equipment, Series 7/66/63/65 licenses
Responsibilities
greet clients and visitors, answer incoming calls, maintain call logs, handle general inquiries, perform office support tasks (filing, restocking, scheduling), provide coverage for operations functions
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