Receptionist - Simpsonville, SC
About The Position
JEHM Wealth & Retirement, located in the Five Forks area of Simpsonville, SC, is seeking a dependable, detail-oriented receptionist with great interpersonal skills and a passion for client satisfaction. This role is crucial for ensuring smooth day-to-day operations and providing superior customer service to prospects, clients, and team members. The ideal candidate will have at least 2 years of office/administrative experience and be proficient in general office tasks, including handling calls, calendar and database management, and welcoming clients. This team member will play an instrumental role in ensuring clients have a memorable and 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 conversations accurately
- Enter and maintain databases of clients and prospects
- Manage electronic and paper filing systems
- Assist with the preparation and organization of seminar materials
- Order supplies, manage inventory, and 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 materials
- Develop and mail letters to clients for various purposes upon request
- Prioritize daily tasks for proactive time management
- Provide general back-up support for all other positions with varied tasks as needed
Benefits
- $35,000 - $40,000/year based on experience
- 100% Paid Health Coverage
- Dental & Vision Available
- 2 Weeks of PTO
- 10 Paid Holidays
- 401k with match
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
