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Administrative Receptionist

Company: H Cap Connect, LLC.
Location: Cuyahoga Falls
Posted on: March 18, 2020

Job Description:

Established wealth management firm located in Cuyahoga Falls has an opportunity for an Administrative Receptionist to join the team, support the team and be the first impression to our clients and visitors. Firm believes in a positive experience for all clients and this role is critical in ensuring that happens every time! Responsibilities for this position include:

  • Welcome clients and make them feel at home.
  • Answer phones and get clients the information they need.
  • Maintain supply inventories.
  • Process incoming and outgoing mail.
  • Confirm client appointments.
  • Keep office neat, clean and always looking well maintained.
  • Manage the client greeting cards.
  • Update and maintain the Client Relationship Management software (CRM).
  • Coordinate client events.
  • Support and work with the team including other administrative staff and two advisors.
  • Utilize Constant Contact for all updates and communications to clients.
  • Manage the files and digital file management system.
  • Serve as back-up to our paraplanner.
  • Other duties as assigned.

    Equal Opportunity Employer.

    Requirements

    • Able to pass a FINRA/SEC background check.
    • Professional demeanor.
    • Able to solve problems.
    • Excellent organizational skills.
    • Need to be able to communicate with various types of personalities.
    • Capable of working in a small office with cross functional teams.
      • Must be proficient with Microsoft Office Suite and experience utilizing a CRM (Client Relationship Management) database.
      • Experience working in the financial industry is a plus.
      • Must be able to handle confidential information professionally.

        Benefits

        Firm offers health, STD, LTD, Life Insuance and flexible hours.

Keywords: H Cap Connect, LLC., Cuyahoga Falls , Administrative Receptionist, Administration, Clerical , Cuyahoga Falls, Ohio

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