We are seeking a receptionist to greet and serve our clients as the first point of contact when they call or visit the office. Punctuality, professionalism, and positivity are essential aspects of this position.Duties and Responsibilities:- Greeting clients and other visitors to the office- Answering the main phone line and directing the calls to the appropriate party- Sorting incoming and outgoing mail and packages- Operating postage machine and UPS shipp
We are seeking a receptionist to greet and serve our clients as the first point of contact when they call or visit the office. Punctuality, professionalism, and positivity are essential aspects of this position.Duties and Responsibilities:- Greeting clients and other visitors to the office- Answering the main phone line and directing the calls to the appropriate party- Sorting incoming and outgoing mail and packages- Operating postage machine and UPS shipp
Be the Foundation for Financial Success.Supporting Investment Advisors as an Administrative AssistantDuties Include but not limited to the following:Prepare client correspondence as directed by Investment AdvisorsCommunicate directly with clients in person and via phone and emailPrepare paperwork based on instructions from Investment Advisor or clients Work directly with the Operations department to provide required information/items and process completed
Be the Foundation for Financial Success.Supporting Investment Advisors as an Administrative AssistantDuties Include but not limited to the following:Prepare client correspondence as directed by Investment AdvisorsCommunicate directly with clients in person and via phone and emailPrepare paperwork based on instructions from Investment Advisor or clients Work directly with the Operations department to provide required information/items and process completed
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