Temporary Receptionist & Administrative Assistant

Lincoln Investment•Joliet, IL

7d•Onsite

About The Position

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. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia. This role requires a high level of professionalism, strong organization, attention to detail, and a personable approach when interacting with clients and team members.

Requirements

Prior receptionist, administrative assistant, or client service experience preferred.
Professional, personable, and comfortable serving as the first point of contact for clients and visitors.
Strong communication skills, including the ability to take clear messages and interact effectively by phone, text, email, and in person.
Comfortable using Microsoft Office, email, calendars, printers, scanners, and general office technology.
Ability to learn and use CRM systems and client communication tools.
Strong organizational skills with excellent attention to detail.
Ability to support multiple representatives and staff members while managing competing priorities.

Nice To Haves

Ability to create, organize, and prepare meeting materials.
Experience pulling client statements and supporting basic account-related documentation.
Comfort documenting case notes and client tasks within a CRM system.
Basic understanding of financial statements, accounts, and client service workflows in a financial services environment.
Willingness and ability to assist staff with projects as needed.

Responsibilities

Answer inbound phone calls, route calls appropriately, and take accurate messages.
Schedule and confirm client appointments, including use of texting software such as MyRepChat.
Manage calendars and coordinate appointment logistics for representatives and staff.
Create future tasks for client return visits and follow-up activities.
Update and maintain CRM records to document calls, messages, appointments, tasks, and client interactions.
Greet clients in the lobby with professionalism, warmth, and a service-oriented mindset.
Use Microsoft Office and related office tools for email, faxing, printing, basic document handling, and administrative support.
Order, organize, and maintain office supplies.
Carry out scanning, mailing, and other document-processing tasks as needed.
Maintain a proactive approach to learning new systems, processes, and responsibilities.
Stay highly organized and ensure accuracy and attention to detail in all administrative work.