Posted: Tuesday, December 26, 2017 5:30 PM
Job Description Please do not call the office. Thanks! JOB DESCRIPTION: The receptionist’s primary purpose will be to assist the office associates with basic office tasks in order to keep the office running smoothly and efficiently. The receptionist must be able to work effectively with other staff members, clients and the financial advisor. The receptionist must be detailed oriented and have basic computer skills. RESPONSIBILITIES & ACTIVITIES: Client Contact Professionally answer and courteously handle all telephone calls for the office. Timely and accurately schedule and confirm all appointments. Greets clients for appointments Prepare client birthday/holiday cards for mailing Account Maintenance Maintain and update all client records (CLIC, Redtail, and CIRStatements) Performs various clerical functions Scan all client information into CLIC Away Copying, faxing of various office correspondence Process bi-monthly scanning of correspondence General Office Maintains all office supplies Perform general office upkeep Develop and maintain written systems for all responsibilities and activities Assist when necessary with special projects Assist with event planning Other duties as assigned QUALIFICATIONS: Pleasant and personable Excellent verbal and written communication skills Excellent organizational and time management skills Excellent attitude and extraordinary client service skills Self-motivated, able to work alone and prioritize tasks Ability to handle multiple tasks EDUCATIONAL REQUIREMENTS: High School Diploma Prior experience with a financial services firm preferred COMPUTER SKILLS: Microsoft Word and Excel Internet software (Redtail, CLIC and CIRStatements) COMPENSATION: Salary commensurate with experience and qualifications Company Description Lifetime Money Management is a financial services company. Our mission is to consistently provide innovative and individualized financial solutions to all of our clients utilizing superior technology. We are client focused and operate at the highest level of integrity and ethical standards.
• Location: Auburn Hills, Detroit
• Post ID: 44538182 detroit