Location: Brookfield, WI
Front Desk Associate
Our client, a privately owned portfolio management firm, is interviewing qualified candidates to join their team as a Front Desk Associate.
This person will be responsible for answering phones, delegating inquiries from clients, voicemails, and scheduling/confirming appointments. Other tasks will include greeting clients, updating client reports and financial statements, and scanning client files.
Additional duties involve transcribing and filing meeting notes, updating databases, and completing special projects as assigned. Correspondence responsibilities include addressing and sending birthday and holiday cards to clients. This person will also perform daily tasks such as restocking supplies, getting mail the in morning, and dropping off UPS packages at the end of day.
Salary: $35,000 plus benefits.
If you are interested in joining a dynamic team, please send resumes to email@example.com. All inquiries are handled in a confidential manner.