Client Experience Admin & Receptionist (On-Site)

Berger Financial Group Inc; Springfield (IL); On-site; USD 35,000 - 40,000; Full time

Benefits offered by this job

Competitive pay

12 Paid Holidays

15 Days of PTO

Company Paid Insurance

Medical, Dental & Vision Plans

FREE Financial Planning Services

Continuing Education Funding

Job summary

A leading financial services firm is seeking a detail-oriented Receptionist & Administrative Assistant in Springfield, IL. This role requires excellent communication skills and proactive problem-solving abilities to manage client interactions and maintain office operations. Responsibilities include greeting visitors, handling phone inquiries, and updating client records. Competitive pay is offered, along with paid holidays and health benefits. Join us for a career fostering professional growth and success.

Qualifications

• 1+ years of experience in a receptionist or administrative role.
• Ability to maintain strong, professional client relationships.
• Capable of navigating the latest financial tools and technology.
• High attention to detail.
• Ability to seek innovative solutions.

Responsibilities

• Greet clients and create a welcoming environment.
• Answer and direct phone calls for efficient scheduling.
• Maintain organized reception and supply restocks.
• Sort and distribute mail, scan documents, assist with projects.
• Update client records within company systems.
• Assist in compliance work with documentation and reports.
• Communicate status of documentation for year-end processing.

Skills

Excellent written and verbal communication

Strong computer skills

Exceptional organizational skills

Proactive problem-solving

Job description

A leading financial services firm is seeking a detail-oriented Receptionist & Administrative Assistant in Springfield, IL. This role requires excellent communication skills and proactive problem-solving abilities to manage client interactions and maintain office operations. Responsibilities include greeting visitors, handling phone inquiries, and updating client records. Competitive pay is offered, along with paid holidays and health benefits. Join us for a career fostering professional growth and success.