Description
Receptionist required for established financial planning firm. The hours are Monday, Wednesday and Friday 9am-4pm. The ideal candidate must possess excellent people skills. Duties include contacting clients to set up appointments, data entry, filing and other basic administrative duties. Ideal for an individual looking to work in a professional setting with future career advancement.
Skills and Abilities
Security and Safety
- Criminal record check (abstract)
- Top secret clearance
Work Setting
- Financial services
Transportation/Travel Information
- Own transportation
Essential Skills
- Continuous learning
- Computer use
- Critical thinking
- Working with others
- Oral communication
- Writing
Work Conditions and Physical Capabilities
- Repetitive tasks
Additional Skills
- Data entry
- Maintain records
- Order office supplies
- Provide basic information to clients and the public
Specific Skills
- Greet people and direct them to contacts or service areas
- Obtain and process information required to provide services
- Perform clerical duties, such as filing and sorting and distributing mail
- Record and relay information
- Schedule and confirm appointments
Business Equipment and Computer Applications
- General office equipment
- Database software
- Electronic mail
- Spreadsheet software
- Word processing software
- Windows
Typing (Words Per Minute)
- 0 - 40 wpm
Work Location Information
- Rural community
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