Receptionist

Thrivent•Keizer, OR

11d•Onsite

About The Position

The Receptionist position is responsible for performing clerical tasks to support daily operations. Duties include answering and transferring phone calls, sorting and delivering mail, greeting visitors, and providing administrative support to the practice. This is an in-office position.

Requirements

Previous experience working as a receptionist in a professional service firm desired
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
High school diploma or equivalent
Customer Service experience
Strong phone etiquette skills
Must be able to work with all roles of the Parallel 45 Associates Team
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
As part of Parallel 45 Associates recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process.
In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Nice To Haves

Planning/Organizing
Client Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility

Responsibilities

Support the team with a variety of functions, projects and tasks
Interface with clients to coordinate meetings, mailings, and other communications
Greet clients and visitors when they arrive
Answer all incoming calls and disperse them and any messages appropriately
Maintain client correspondence including compliance and marketing mailings
Performs routine administrative duties such as maintaining office supplies, data entry of information, and processing mail
Drive client facing activity in the practice by scheduling meetings with clients on behalf of the practice’s Financial Advisors
Maintain internal mailing lists, birthday card lists, and monthly calling lists
Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
Maintain physical or electronic file
Completes other miscellaneous tasks as assigned