Cadre
Are you a Receptionist who has professional and strong people skills? Are you a Receptionist who is looking for a career opportunity and able to pick your own hours?
Our client has been providing financial strategies for their clients for over 30 years. They offer a great benefit program that helps their employees’ achieve a successful work / life balance.
WHAT YOU WILL BE DOING:
As a Receptionist, you will answer phones and route to proper individuals.
- Greet all clients
- Gather needed information from client and enter into the system
- Maintain company calendar and schedule meetings
- Prepare and coordinate documents in preparation for meetings
- Transcribe and prepare correspondence for meetings
- Manage post meeting processing and follow up
- Open, transfer and close customer accounts
- Attend client prospect events and seminars
- Maintain all files, databases, records and documents
- Assist Director of Marketing with special events, seminars and marketing campaigns
- Run company errands and assist with any miscellaneous tasks
WHAT YOU NEED:
- 1+ year of experience in an administrative/support role
- Prior experience working with clients/customers over the phone and face to face
- Financial services or banking experience is a plus
- MSWD and Excel skills
- PowerPoint experience is a plus
- CRM database experience is a plus
- Professional demeanor, warm, upbeat and friendly
- Strong organizational and prioritizing skills
- Ability to work quick and be efficient in a fast-paced environment
- Excellent customer service skills
- Great interpersonal and communication skills
- Excellent work ethic and team player
WHAT YOU GET:
- Company that treats each team member with value and respect
- Work/life balance
- Company that promotes from within
- Health insurance
- Life insurance
- 401(k)
- PTO
- Paid holidays
- Eligible for quarterly bonus plan
- Continuing education reimbursement plan
GENERAL INFORMATION:
Hours: Full or part time hours between Monday – Thursday 8:00am – 4:30pm and Friday 8:00am – 3:00pm
Length: Temporary to Hire
Pay for the Receptionist position: Pay based on experience, contact us today
Location: Oshkosh, WI
Job ID: 139514
Job descriptions may not include every responsibility or qualification of the position.
Cadre is an Equal Opportunity Employer.