Receptionist
Core
Provides administrative support to three financial practices in Alexandria, handling member interactions, scheduling, and daily office operations.
Role type
Administrative Receptionist
Builds
Member-facing scheduling and practice daily operations
Domain
Financial Services
Deliverable
product features
Required skills
telephone handling, mail processing, office supply management, Microsoft Office proficiency, contact management system updates, meeting scheduling
Preferred skills
previous administrative/secretarial experience, technical computer aptitude, ability to handle multiple tasks under interruption
Responsibilities
Answer incoming telephone calls and respond to information requests, perform routine administrative duties including maintaining office supplies and processing mail, prepare or coordinate routine correspondence and reports, schedule meetings with clients/members on behalf of Financial Advisors, update contact management systems with client information, assist Financial Advisors in preparing for client meetings
Seniority
Entry-level, individual contributor