Receptionist - Simpsonville, SC

Advisor Employee Services•Simpsonville, SC

1d•Onsite

About The Position

JEHM Wealth & Retirement located in the Five Forks area of Simpsonville, SC is seeking a receptionist to ensure smooth day-to-day operations while providing superior customer service to the firm’s prospects, clients, and team members. The ideal candidate will have at least 2 years of office/administrative experience and be able to perform general tasks such as handling calls, calendar, and database management and welcoming clients to the office. This team member will be instrumental in ensuring clients have the most memorable, positive experience.

Requirements

High School Diploma
2+ years of experience in working in a professional office and fast-paced environment
Proficient skills with MS Office Suite
Comfortable and familiar with CRM platforms
Strong organizational skills and strong attention to detail
Proficient with filing, phone systems, faxing, and scanners
Excellent communication skills; both verbal and written
Calendar management
Polished interpersonal and presentation competencies
Exceptional phone skills
Sincere and caring attitude
Provide outstanding client service
Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work

Nice To Haves

Industry experience preferred, but not required

Responsibilities

Answer phones and greet clients in a friendly, warm manner
Ensure vendor supplies are stocked for client meetings
Record notes from client conversation in an accurate manner
Enter and maintain databases of clients and prospects
Manage electronic and paper filing system
Assist with the preparation and organization of seminar materials
Order supplies, manage inventory, process mail
Attend and contribute to team meetings
Maintain the office environment in an immaculate and organized condition
Maintain job-related/industry specific compliance files
Assist in organizing events, event supplies, and promotional material
Develop and mail letters to clients for various purposes upon request
Prioritize daily tasks to be proactive in time management
General back up support for all other positions consisting of varied tasks as needed