Temporary Receptionist & Administrative Assistant

Lincoln Investment; Joliet (IL); Hybrid; USD 21,000 - 30,000; Full time

Job summary

Lincoln Investment is seeking a temporary receptionist and administrative support professional in Joliet, IL. The role provides front-office coverage for multiple representatives and staff, both in the office and remotely, requiring professionalism, organization, attention to detail, and a personable approach with clients.

The position reports to multiple representatives across office-based and remote arrangements, handling scheduling, CRM updates, and general administrative tasks to ensure

Qualifications

• Receptionist or administrative assistant experience preferred.
• Friendly, professional first point of contact for clients.
• Strong verbal and written communication skills.
• Proficient with Microsoft Office and office equipment.
• Ability to learn CRM systems and client tools.
• Excellent organizational skills with attention to detail.
• Ability to support multiple representatives and staff.

Responsibilities

• Answer inbound calls, route messages, and take accurate notes.
• Schedule and confirm client appointments; text software usage.
• Manage calendars and coordinate appointment logistics.
• Create future tasks for client visits and follow-ups.
• Update CRM records documenting calls, messages, and appointments.
• Greet clients in the lobby with warmth and professionalism.
• Use Microsoft Office and related tools for email, printing, etc.
• Order, organize, and maintain office supplies.
• Scan, mail, and perform document-processing tasks.
• Maintain proactive learning of new systems and processes.
• Stay highly organized; ensure accuracy in administrative work.

Skills

Receptionist experience

Communication skills

Microsoft Office

CRM systems

Organizational skills

Multi-staff support

Tools

CRM software

Job description

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.

Location: Joliet, IL

Position Overview:

We are seeking a temporary receptionist and administrative support professional to provide front-office coverage and assist multiple representatives and staff members, both in the office and remotely. This role requires a high level of professionalism, strong organization, attention to detail, and a personable approach when interacting with clients and team members.

Reporting Structure

This position will report to and support multiple representatives and staff members across office-based and remote work arrangements.

Key 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.

Required Qualifications

• 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.

Preferred Additional Capabilities

• 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.

Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.