Branch Receptionist

Lincoln Investment•Tallahassee, FL

12d•Onsite

About The Position

For over 75 years, Gabor Financial Solutions has marketed and sold insurance and financial products to employees of Florida public universities and colleges. As of January, 2022, Gabor Financial Solutions is now a part of Lincoln Investment. Lincoln Investment is recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has about 1,000 financial professionals nationwide and we serve over 310,000 clients representing over $60 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Those offered employment for this position will be employees of Lincoln Investment. The Basic Function of this position is to serve as a positive first point of contact for all incoming clients and callers by assisting with basic inquiries, directing more complex questions to the appropriate associates, and providing additional support to the operational team.

Requirements

High school diploma required, BA or BS
Minimum of 3-5 years of customer service experience
Excellent written and verbal communication skills
Proficient in Microsoft Office product suite

Responsibilities

Answer incoming calls timely, professionally, and distribute to associates as needed.
Greet and assist walk-in clients in a professional and pleasant manner.
Process and distribute all incoming and outgoing mail.
Maintain conference rooms and meeting spaces.
Keep office refreshments stocked and order when needed.
Carry out closing checklist tasks daily.
Assist office staff with projects, as directed through Supervisor.
Carry out scanning of any necessary mail or other documents.
Comply with all federal, state and insurance regulations as relates to the position.
Other duties as assigned.