<p>We are looking for Part-Time Receptionist position with a management and operations consulting firm that supports businesses with process improvements, financial oversight, and administrative solutions. This is a long-term contract role scheduled for Mondays, Tuesdays, and Wednesdays, 8:00 a.m. – 5:00 p.m.</p><p><br></p><p>The office environment is quiet, professional, and team-oriented, and the client is seeking someone who is calm, reliable, and detail-oriented.</p><p>Key Responsibilities:</p><ol><li>Greet visitors and maintain a professional front office environment</li><li>Validate and organize employee expense reports</li><li>Prepare reimbursement forms and submit to the purchasing office</li><li>Send internal directive emails and updates</li><li>Process approved travel and purchase requests</li><li>Coordinate with the remote Operations Manager on routine office tasks</li><li>Provide general administrative support as needed</li></ol><p>If you are available for this opportunity and interested in moving forward, please reply to confirm your continued interest and availability.</p><p>Looking forward to your response.</p>
<p>We are looking for a Front Desk Coordinator to join our team in San Francisco, California. This contract position involves providing administrative support for affordable housing operations, ensuring smooth day-to-day management of the property. The ideal candidate will excel in tenant relations, paperwork processing, and maintaining organized records.</p><p><br></p><p>Responsibilities:</p><p>• Conduct recertifications for tenants, ensuring compliance with housing policies.</p><p>• Interview applicants to assess eligibility for affordable housing programs.</p><p>• Calculate monthly rental amounts accurately based on established guidelines.</p><p>• Oversee building operations when the Property Manager is unavailable.</p><p>• Assist with housing applications, annual recertifications, and rent collection.</p><p>• Create and maintain detailed tenant files, waiting lists, and transfer lists.</p><p>• Perform administrative tasks such as typing, photocopying, faxing, and filing.</p><p>• Address tenant requests and disputes professionally while responding to building emergencies promptly.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Allison Jacques at Allison.jacques - at - roberthalf - .com with your word resume and reference job ID#*00419-0013292706*</p>
<p>Our client is looking for a dynamic and outgoing Front Desk Coordinator to be the face and voice of our organization. In this essential role, you will oversee the reception area, welcome clients and visitors, and help ensure the smooth operation of our office. The ideal candidate is highly professional, detail-oriented, and a natural multitasker who thrives in collaborative environments.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet visitors and clients warmly, ensuring a professional and welcoming experience.</li><li>Respond promptly to phone calls, emails, and general inquiries, directing communication to the appropriate contacts or departments.</li><li>Maintain the reception area to ensure it is clean, organized, and reflects the company’s professional image.</li><li>Schedule, confirm, and coordinate appointments, meetings, and conference room bookings.</li><li>Manage incoming and outgoing mail, packages, and deliveries.</li><li>Assist with administrative tasks, such as data entry, maintaining office supplies inventory, and handling administrative documentation.</li><li>Provide support for company events or projects as needed.</li></ul><p><br></p>
<p>Join a prestigious medical practice in Beverly Hills as a Medical Front Desk Coordinator. In this role, you’ll serve as the first point of contact for patients, ensuring a positive experience while contributing to the smooth daily operations of the practice.</p><p><br></p><p><strong>Responsibilities: </strong></p><p><strong>Patient Interaction & Communication</strong></p><ul><li>Greet patients courteously and professionally, ensuring a welcoming atmosphere upon arrival </li><li>Answer and direct phone calls with exceptional communication skills while addressing patient inquiries promptly </li><li>Schedule, confirm, and reschedule appointments efficiently using scheduling software; assist in booking follow-up appointments </li><li>Provide clear and professional communication to patients regarding office policies and procedures </li></ul><p><strong>Administrative Support</strong></p><ul><li>Process and verify patient forms and insurance information, ensuring accuracy and confidentiality </li><li>Maintain patient records and assist with data entry to ensure timely updates and compliance with medical regulations</li><li>Manage leads by calling back patients or potential clients to schedule follow-up appointments </li><li>Ensure all scheduled follow-up appointments are appropriately coordinated with staff and patients </li><li>Provide administrative support to office management and medical staff as needed </li></ul><p><br></p>
<p>About the Company</p><p>Our client, a respected wealth management company, is seeking a professional and reliable Part-Time Front Desk Receptionist to support their office operations. This role is ideal for someone with excellent communication skills and a polished, client-facing demeanor who enjoys creating a welcoming experience while managing front desk responsibilities.</p><p>Key Responsibilities</p><ul><li><strong>Reception & Client Service:</strong> Greet clients and visitors warmly, ensuring a professional and welcoming experience.</li><li><strong>Call Management:</strong> Answer, screen, and direct phone calls in a courteous and efficient manner.</li><li><strong>Scheduling Support:</strong> Assist with coordinating client appointments and managing conference room bookings.</li><li><strong>Administrative Tasks:</strong> Handle incoming/outgoing mail, prepare basic correspondence, and support office staff with light administrative duties.</li><li><strong>Office Organization:</strong> Maintain a tidy and professional reception area and order office supplies as needed.</li><li><strong>Confidentiality:</strong> Handle sensitive information with discretion in accordance with company and industry standards.</li></ul><p><br></p>
<p>We are looking for a Front Desk Coordinator to join our team on a contract basis in San Francisco, California. In this role, you will serve as the first point of contact for visitors, providing a welcoming and detail-oriented presence. This position requires a customer-focused individual with excellent organizational skills and a courteous attitude.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist all visitors promptly and courteously as they enter or exit the premises.</p><p>• Monitor building entrances to ensure a secure and safe environment.</p><p>• Perform document scanning and maintain accurate records.</p><p>• Handle concierge-related tasks as assigned to support smooth daily operations.</p><p>• Maintain a neat and detail-oriented appearance and adhere to the business dress code.</p><p>• Manage time effectively to handle multiple responsibilities efficiently.</p><p>• Collaborate with team members to maintain a welcoming and organized front desk area.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013289434 **</p>
<p>We are looking for a dedicated and detail-oriented Receptionist to join our team on a contract basis in Greenwood Village, Colorado. In this role, you will be the first point of contact for visitors and callers, ensuring a welcoming and organized front desk experience. This position requires strong communication skills and the ability to manage a multi-line phone system effectively. If you thrive in a customer-facing environment and excel at multitasking, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors warmly and direct them to the appropriate person or department.</p><p>• Handle incoming calls using a multi-line phone system, ensuring prompt and courteous responses.</p><p>• Manage the web-based phone system. </p><p>• Respond to inbound calls, addressing inquiries or redirecting them as necessary.</p><p>• Maintain a clean and organized reception area to create a positive first impression.</p><p>• Assist with administrative tasks such as scanning checks, ordering office supplies, and distributing mail.</p><p>• Ensure accurate logging of visitor information and adherence to security protocols.</p><p>• Provide support to other departments as needed, ensuring smooth day-to-day operations. </p>
About the Position We are looking for an organized and personable Front Office Coordinator to serve as the first point of contact for our clients and visitors. In this role, you will ensure the office functions efficiently by providing administrative support, managing front desk operations, and creating a welcoming environment. If you pride yourself on being reliable, detail oriented, and customer-service oriented, we would love to hear from you! <br> Key Responsibilities: Greet clients, visitors, and staff with a friendly, detail oriented demeanor and promptly address their needs. Manage the front desk, including answering incoming calls, directing inquiries, and taking messages. Oversee and maintain an organized and detail oriented reception area. Assist with scheduling appointments and maintaining the office calendar. Handle incoming and outgoing mail and deliveries, including distributing correspondence. Support administrative tasks such as data entry, filing, and paperwork preparation. Coordinate office supplies and maintain inventory for the front desk. Provide general information about the company to visitors and callers.
We are looking for an organized and friendly Receptionist to join our team on a contract basis in Houston, Texas. This role requires excellent customer service skills and a proactive approach to managing front desk operations and administrative tasks. As the first point of contact for visitors and clients, you will play a key role in creating a welcoming and detail-oriented environment.<br><br>Responsibilities:<br>• Greet and assist visitors, clients, and staff with courtesy and efficiency.<br>• Answer and direct incoming calls promptly, ensuring accurate message delivery.<br>• Manage daily front desk operations, including scheduling and maintaining a clean reception area.<br>• Handle incoming and outgoing correspondence, including mail and packages.<br>• Maintain accurate records and ensure proper documentation of administrative activities.<br>• Coordinate with internal teams to support office functions and resolve inquiries.<br>• Monitor inventory levels for office supplies and place orders as needed.<br>• Ensure compliance with company policies and procedures in all interactions.<br>• Provide general administrative support to other departments as required.
We are looking for a detail-oriented and personable Receptionist to join our team in Minneapolis, Minnesota. This contract position is ideal for someone who enjoys interacting with people and providing excellent service in a non-profit environment. The role involves assisting visitors and callers while ensuring smooth communication within the organization.<br><br>Responsibilities:<br>• Answer incoming calls and redirect them to appropriate departments, including housing inquiries and tenant maintenance requests.<br>• Welcome guests and visitors, providing assistance or directing them to the appropriate meeting areas.<br>• Assist housing seekers who arrive in person by guiding them to the proper resources or teams.<br>• Coordinate communication between tenants and property managers for maintenance concerns.<br>• Maintain a friendly and detail-oriented demeanor while addressing inquiries and resolving concerns.<br>• Ensure the reception area is organized and presentable at all times.<br>• Schedule and manage appointments for visitors and staff as needed.<br>• Provide general administrative support to the team when required.<br>• Monitor building access and uphold security protocols for visitors and staff.<br>• Offer clear and accurate information about the organization's services to callers and visitors.
<p>We are looking for an organized and detail-oriented Receptionist to join our client's growing team in Woodbury, Minnesota. In this role, you will be the first point of contact for visitors and clients, ensuring a welcoming and efficient office environment. This position also involves providing administrative support and assisting with office management tasks to keep operations running smoothly.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist visitors and clients, ensuring a friendly and efficient front desk experience.</p><p>• Provide administrative support to the team, including scheduling appointments, managing correspondence, and coordinating meetings.</p><p>• Handle incoming and outgoing mail, deliveries, and packages with accuracy and efficiency.</p><p>• Maintain and organize office and client files in both electronic and physical formats.</p><p>• Perform data entry tasks to ensure accurate record-keeping and information management.</p><p>• Manage office supplies by placing orders and coordinating with vendors as needed.</p><p>• Utilize Microsoft Word and Outlook for correspondence, scheduling, and file organization.</p><p>• Deliver excellent customer service by addressing inquiries and supporting colleagues, clients, and guests.</p><p>• Foster a welcoming and efficient office atmosphere through proactive engagement and support.</p>
We are looking for a detail-oriented and courteous Receptionist to join our team on a contract basis. In this role, you will be the first point of contact for visitors, providing exceptional customer service and managing front desk operations. This position is located in Smithfield, Rhode Island.<br><br>Responsibilities:<br>• Welcome and assist visitors with care and attention.<br>• Direct visitors to appropriate departments or staff members based on their needs.<br>• Organize and distribute incoming mail and deliveries promptly.<br>• Provide excellent customer service to ensure a positive experience for guests and staff.<br>• Maintain the reception area in a neat and organized manner.<br>• Answer phone calls and handle inquiries efficiently.<br>• Coordinate schedules and appointments as needed.<br>• Support administrative tasks and assist with additional duties when required.
<p>A modern and patient-focused dental practice in Carlsbad is looking for a warm, professional Front Office Receptionist to be the welcoming face of their clinic. If you love helping people, enjoy keeping things organized, and thrive in a healthcare setting, this role offers a great blend of customer service and administrative support.</p><p><br></p><p><strong><u>💼 What You’ll Be Responsible For:</u></strong></p><ul><li>Greet patients with a friendly and professional demeanor.</li><li>Check in and check out patients, verify insurance, and collect co-pays.</li><li>Schedule appointments and manage provider calendars.</li><li>Answer phone calls, respond to inquiries, and confirm appointments.</li><li>Maintain a clean and organized front desk and waiting area.</li><li>Assist with patient records, intake forms, and basic billing tasks.</li></ul>
We are looking for a bilingual Receptionist to join a dynamic non-profit organization in Miami, Florida. This Contract to permanent position is ideal for someone with excellent interpersonal skills and a passion for providing exceptional service. The role requires fluency in English and Spanish and offers an opportunity to contribute to a meaningful cause while gaining valuable experience.<br><br>Responsibilities:<br>• Greet visitors warmly and ensure a welcoming environment at the front desk.<br>• Answer and manage a multi-line phone system, directing calls to the appropriate departments.<br>• Respond to inbound calls courteously and provide accurate information.<br>• Handle general administrative duties, such as scheduling appointments and maintaining records.<br>• Assist with inquiries and provide support to both internal staff and external stakeholders.<br>• Monitor and manage the reception area to maintain a tidy and organized workspace.<br>• Communicate effectively in both English and Spanish to serve a diverse clientele.<br>• Perform other receptionist-related tasks as assigned, ensuring smooth operations.
<p>A prestigious financial services firm in Honolulu, Hawaii, is looking for a polished and detail-oriented <strong>Receptionist</strong> to support daily office operations and provide a positive first impression for clients. The ideal candidate will possess strong administrative skills, a professional demeanor, and excellent organizational abilities. As the face of the firm, you will ensure the front office operates smoothly while assisting with clerical tasks and client interactions. To apply for this role, please call us at 808-531-0800. This is a <strong>fully on-site</strong> position located at the company’s Honolulu office. Candidates must currently reside in <strong>Hawaii</strong> and be prepared to attend <strong>in-person interviews</strong> during the hiring process.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li><strong>Client Interaction:</strong> Greet and welcome clients in person and over the phone, ensuring they are directed to the appropriate department or team member.</li><li><strong>Call Management:</strong> Answer and screen all incoming calls, routing them efficiently while providing accurate information to clients.</li><li><strong>Calendar Coordination:</strong> Schedule and confirm client meetings, reserving conference rooms and ensuring they are prepared for use.</li><li><strong>Mail Processing:</strong> Receive, sort, and distribute incoming and outgoing mail, packages, and important documents.</li><li><strong>Administrative Support:</strong> Perform clerical tasks such as data entry, filing, copying, and preparing reports. Assist with maintaining client files and administrative records.</li><li><strong>Office Organization:</strong> Monitor front desk supplies and office inventory, place orders as necessary, and maintain cleanliness and order in the reception area.</li><li><strong>Travel Coordination:</strong> Assist with travel arrangements for executives and team members, including booking flights, hotels, and transportation.</li><li><strong>Confidentiality:</strong> Maintain discretion while handling sensitive and confidential client or company information in compliance with industry standards.</li></ul><p><br></p>
We are looking for a Bilingual Receptionist to join our team at a charter school in Salem, Massachusetts. This Contract to permanent position involves serving as the first point of contact for visitors, students, and parents while providing essential administrative support. The role requires fluency in Spanish to assist with translations and ensure effective communication in a diverse school environment.<br><br>Responsibilities:<br>• Greet and assist visitors, parents, and students in a detail-oriented and welcoming manner.<br>• Manage a multi-line phone system, answering and directing calls as needed.<br>• Provide translation services in Spanish for parents, students, and staff.<br>• Support the admissions coordinator with data entry, state reporting, and other administrative tasks.<br>• Maintain the front desk area and ensure it is organized and presentable.<br>• Assist with scheduling and coordinating occasional after-school events.<br>• Handle incoming and outgoing correspondence, including mail and emails.<br>• Collaborate with school staff to ensure smooth daily operations.<br>• Address inquiries and provide accurate information about school policies and procedures.<br>• Work in a fast-paced environment while managing multiple priorities efficiently.
We are looking for a detail-oriented and welcoming Receptionist to join our team in Midland, Texas. This Contract to permanent position plays a vital role in creating a positive first impression for clients, visitors, and employees. The ideal candidate will manage front desk operations, provide administrative support, and ensure the reception area reflects the organization’s high standards.<br><br>Responsibilities:<br>• Greet and assist clients, visitors, and staff with a friendly and detail-oriented attitude.<br>• Provide comprehensive front desk services, including answering and directing calls using a multi-line phone system.<br>• Schedule and prepare conference rooms for meetings, ensuring all necessary equipment and materials are available.<br>• Coordinate workspace setup for new employees, ensuring their areas are fully equipped and presentable.<br>• Support onboarding activities by arranging name plates, badges, fuel fobs, and business cards as needed.<br>• Handle incoming and outgoing mail, including sorting, distributing, and scheduling courier services.<br>• Maintain cleanliness and organization of the reception area to uphold the company’s high standards.<br>• Assist with administrative tasks such as data entry, filing, and preparing documents or reports.<br>• Monitor and manage office supply inventory in collaboration with the procurement team.<br>• Enforce security procedures by managing visitor logs, issuing access badges, and overseeing building entry protocols.
<p><strong>Job Title: Front Desk Representative (Contract)</strong></p><p><strong>Location: Iowa City, Iowa</strong></p><p><strong>Description:</strong></p><p>We are seeking a friendly and organized Front Desk Representative to join our client's team on a <strong>short-term contract</strong> basis. Acting as the "Director of First Impressions," the ideal candidate will play a pivotal role in creating a welcoming environment for visitors, handling phone calls, and assisting with various clerical tasks. If you have excellent communication and organizational skills, this is an excellent opportunity to showcase your talents while contributing to the success of a dynamic company in Iowa City.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and assist clients and visitors with a friendly and professional demeanor, ensuring a seamless first impression.</li><li>Answer incoming phone calls promptly, routing them to the appropriate departments or providing accurate information as needed.</li><li>Manage daily administrative tasks, such as data entry, filing, scanning documents, and organizing office materials.</li><li>Assist with scheduling appointments, managing calendars, and coordinating meetings.</li><li>Maintain a clean and organized front desk and reception area.</li><li>Provide high-quality customer service to internal staff and external stakeholders.</li><li>Support additional clerical tasks and special projects as requested.</li></ul><p><br></p>
<p>A leading healthcare organization in Honolulu, Hawaii, is seeking a professional and welcoming <strong>Receptionist</strong> to be the face of its dynamic team. This position plays a key role as the first point of contact for patients, visitors, and staff and is critical to maintaining a positive and seamless experience for all. The ideal candidate will demonstrate excellent organizational and customer service skills while ensuring compliance with healthcare regulations and office protocols. This position is <strong>fully on-site</strong> at the healthcare office in Honolulu to ensure hands-on interaction with patients and staff. Candidates must be based in <strong>Hawaii</strong> and available to attend <strong>in-person interviews. To apply, please call us at 808-531-0800. </strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li><strong>Front Desk Duties:</strong> Greet patients and visitors with professionalism and warmth, answer incoming calls promptly, and route them to the appropriate department.</li><li><strong>Appointment Scheduling:</strong> Assist visitors and patients with scheduling, confirming, and rescheduling appointments, ensuring accuracy in the scheduling system.</li><li><strong>Patient Check-In and Check-Out:</strong> Handle patient intake, verify insurance details, collect co-pays, and ensure patient data is up to date.</li><li><strong>Administrative Support:</strong> Assist with filing, scanning, and organizing patient information and medical records, ensuring privacy and HIPAA compliance.</li><li><strong>Communication Management:</strong> Receive and distribute mail, faxes, and messages efficiently.</li><li><strong>Office Coordination:</strong> Monitor and replenish office supplies, manage vendor deliveries, and maintain the cleanliness and organization of the front office area.</li><li><strong>Customer Service:</strong> Provide accurate information about the practice’s policies, services, and procedures to patients and ensure patient concerns are addressed promptly or escalated appropriately.</li></ul><p><br></p>
<p>Are you friendly, professional, and highly organized? Our client is seeking a dependable Receptionist to create a welcoming environment for our clients, customers, and team members. As the first point of contact, you will be responsible for managing front-desk operations while maintaining a professional and pleasant atmosphere in our office.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome visitors promptly, ensuring a warm and positive first impression.</li><li>Answer, screen, and direct phone calls and emails to the appropriate contacts or departments.</li><li>Manage scheduling and maintain conference room calendars.</li><li>Handle incoming and outgoing mail, packages, and deliveries.</li><li>Maintain and organize the reception area to reflect the company’s professional image.</li><li>Assist with administrative tasks, such as data entry, filing, and basic document preparation.</li><li>Manage and reorder office supplies as needed.</li><li>Collaborate with team members to provide logistical support for meetings or events.</li></ul><p><br></p>
We are looking for a detail-oriented and personable Receptionist to join our team in Mt. Pleasant, South Carolina. This Contract to Permanent position is ideal for someone who thrives in a fast-paced environment and enjoys interacting with clients and team members. The role involves a mix of administrative responsibilities and front-desk tasks, requiring excellent organizational and communication skills.<br><br>Responsibilities:<br>• Welcome and assist guests with a friendly and detail-oriented demeanor.<br>• Manage multi-line phone systems, including answering and transferring calls efficiently.<br>• Perform accurate data entry to maintain records and databases.<br>• Handle email correspondence and ensure timely responses to inquiries.<br>• Prepare reports and assist with documentation as needed.<br>• Organize files and maintain a structured filing system.<br>• Schedule appointments and coordinate meetings as required.<br>• Support additional administrative tasks as assigned to ensure smooth office operations.
<p><br></p><p>A leading healthcare provider in San Diego is seeking a professional and compassionate Receptionist to be the welcoming face of their clinic. This high-level role is perfect for someone who thrives in a fast-paced medical environment and values patient care and confidentiality. As the first point of contact for patients and visitors, you’ll play a critical role in ensuring smooth operations and a positive experience for everyone entering the facility.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><ul><li>Greet and assist patients, visitors, and staff with professionalism and empathy.</li><li>Answer and direct phone calls, schedule appointments, and manage front desk operations.</li><li>Verify insurance, collect co-pays, and maintain patient records.</li><li>Coordinate with medical staff to ensure timely patient flow.</li><li>Maintain a clean and organized reception area.</li><li>Handle sensitive information with discretion and accuracy.</li></ul>
<p>We are looking for a dedicated and personable Part-Time Bilingual Spanish Receptionist to join a dynamic non-profit organization in Cincinnati, Ohio. In this role, you will be the first point of contact, ensuring visitors, members, and families are greeted warmly and courteously. This is a Contract to Permanent position, ideal for a skilled individual with strong organizational abilities and fluency in both English and Spanish.</p><p><br></p><p>Responsibilities:</p><p>• Welcome and assist all visitors, members, and families in a detail-oriented and courteous manner.</p><p>• Maintain a tidy and inviting reception area to create a positive first impression.</p><p>• Schedule appointments and manage calendars for staff and program participants.</p><p>• Monitor the public address system and ensure proper use.</p><p>• Record and maintain detailed notes for staff meetings to support follow-up and documentation.</p><p>• Assist with administrative tasks such as printing, filing, and preparing materials for events.</p><p>• Support Spanish-speaking families by coordinating meetings, explaining program details, and providing language assistance</p>
<p>Robert Half is working with a reputable Tax Firm in Foster City looking for a temp to hire Front Desk Receptionist. This is an on-site position Monday through Friday.. There is most certainly room for growth within the company too! We have had a proven track record with this client who has promoted 3 of our candidates into higher level roles. Great opportunity for someone looking to get that next step in their career.</p><p><br></p><p>Please find the description below and if interested, please apply immediately. Do not wait! Apply now!</p><p><br></p><p><strong>Job Description</strong></p><ul><li>Answering incoming calls </li><li>Ensuring all calendars are accurate and organized</li><li>Scheduling and organizing meetings and events</li><li>Greeting clients and visitors when they arrive at the office</li><li>Ensuring the office remains clean and organized</li><li>Operating and maintaining office equipment such as computers and copiers</li><li>Checking and maintaining office supply inventory, ordering new supplies as needed</li><li>Customer Service attitude meets the needs of those you serve</li><li>Willingness to be a team player & work in a team environment</li><li>Dependability and Independent Motivation</li></ul><p><br></p>
<p>We are looking for a highly organized and detail-oriented Practice Coordinator to join our team on a long-term contract basis in Colorado Springs, Colorado. This role is essential in providing administrative and operational support, ensuring smooth workflows, effective client communication, and seamless execution of daily tasks. The successful candidate will possess strong interpersonal skills, a focus on confidentiality, and proficiency in computer systems.</p><p><br></p><p>Responsibilities:</p><p>• Manage client contract renewals, ensuring accuracy, timely completion, and adherence to deadlines.</p><p>• Prepare and track invoices to support financial and operational processes.</p><p>• Assist in meeting preparation by compiling materials, updating agendas, and documenting key discussion points.</p><p>• Facilitate client onboarding by gathering necessary documentation, setting up accounts, and completing processes efficiently.</p><p>• Scan and file paper documents received in the office to maintain organized records.</p><p>• Conduct operational clean-ups by updating client records and ensuring data integrity within systems.</p><p>• Oversee the client gifting process, including selecting gifts, tracking deliveries, and maintaining a gifting calendar.</p><p>• Coordinate scheduling for client meetings, ensuring smooth communication between clients and internal team members.</p><p>• Address basic client inquiries promptly while escalating complex issues to appropriate team members.</p><p>• Provide in-person office coverage on designated meeting days, such as Tuesdays and Wednesdays.</p><p><br></p><p><strong>Responsibilities</strong>:</p><p><strong>Client and Phone Interaction</strong>:</p><p>Answer inbound phone calls (roughly 15-20 calls per day) from clients, vendors, and prospects. Maintain a friendly, professional demeanor and respond promptly and confidently to inquiries.</p><p>Act as a gatekeeper to manage and filter communication, ensuring seamless coordination within the office and with external contacts.</p><p><strong>Administrative Duties</strong>:</p><p>Regularly check and process mail and scan physical documents for virtual filing. Maintain organized and secure digital records.</p><p>Monitor and handle the company’s email inbox, responding to inquiries from prospects and vendors efficiently and professionally.</p><p>Generate invoices using Advise Pay (training will be provided).</p><p><strong>Operational Coordination</strong>:</p><p>Support the team’s transition to a new calendar application and help streamline scheduling updates.</p><p>Collaborate with paraplanners by creating and updating client profiles and managing associated documentation.</p><p><strong>Confidential Data Handling</strong>:</p><p>Work with sensitive client information and maintain strict confidentiality standards.</p><p><strong>Team Support</strong>:</p><p>Provide administrative assistance to approximately 6-7 team members, ensuring smooth daily operations and communication flow.</p><p><br></p>
