Position Overview:

The Front Desk Receptionist answers all incoming telephone calls, greets all guests, and carries out administrative support to the office.

Must be willing to travel between the Hoffman Estates and Naperville Offices

Essential Job Functions:

• Warmly welcomes and directs visitors and clients in a friendly and sincere manner, making them feel comfortable when they visit the office
• Answers all phone calls and screens when necessary
• Makes outgoing calls daily
• Handles calendars for the Wealth Advisor(s) and others in the office
• Confirms & reschedules upcoming appointments
• Sorts and disperses daily mail to appropriate person(s)
• Maintains filing system & files as needed
• Maintains CRM database
• Faxes correspondence as needed
• Stocks and maintains a full inventory of supplies in the office, conference room, and elsewhere as needed
• Ships packages as requested
• Executes all mailings
• Attend all company client events/seminars
• Participates in proactive team efforts to achieve departmental and company goals
• Assists with preparation of special events and workshops
• Adopts SIS Financial Group’s values in personal work behaviors, decision making, contributions and interpersonal interactions
• Performs other duties as assigned

Required Knowledge and Skills:

• Warm approachable demeanor
• Great conversationalist
• Solid knowledge and understanding of customer service best practices

Required Education and Experience:

• High School diploma or equivalency degree
• Minimum 3 years of experience in customer service/retail/hospitality
• Required experience with Microsoft Office software products
• Required experience with attention to detail, written and oral communication, multi-tasking, and working in a team atmosphere adhering to strict deadlines

Benefits:

• Health/dental/vision insurance
• Paid time off

Job Type: Full-time

Pay: $18.00 - $22.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• 8 hour shift

Weekly day range:

• Monday to Friday

Willingness to travel:

• 50% (Preferred)

Work Location: One location

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