Seasonal Receptionist

Receptionist 

Department: Corporate

Position Mission Statement

To serve and provide support to KFG clients, guests, vendors, and team members to ensure exceptional, white-glove concierge service that exceeds expectations.  

Responsibilities and Tasks

• Open, close and maintain the office ensuring safety, security, and client white glove first impression.
• Greet clients and act as “host/hostess” to guests in the office
• Maintain lobby and public spaces of Branch, keeping them stocked and ready for clients 
• Answering and directing calls
• Assist walk ins
• Assisting with deliveries, vendors, conference room assignments, scanning of DLs
• Notifying advisors of client arrivals
• Fusion Updates, as needed
• Taking credit card payments
• Snack ordering and pick up
• Cleaning/prepping Conference Rooms
• Monitor and backup for Captivated Text Messages and Transfer to Appropriate Team Members 
• Monitor Supply emails and transfer to appropriate Team Members
• Manage KFG’s incoming and outgoing mail, faxes
• Member of KFG Compassion Team 
• Scan documents as requested for advisors and clients
• Protect and secure client documents within locked storage at all times
• Collect signed “Confidential Agreement” from appropriate parties
• Coordinate the “snow team” for safe and clear entryways and sidewalks during winter months 
• Back up for Tax Season Intake and desk delivery
• Perform other duties as required

Required Skills and Abilities

• Ability to help clients feel welcomed, cared for, and relaxed
• All communication and correspondence are addressed and or processed in a professional, warm, and timely manner
• Exceptional communication skills including written and verbal skills appropriate to individual client situations
• Previous professional experience working in a role where client service was a focus
• Mastery of administrative procedures and systems such as word, electronic files and records, general office, and equipment functions
• Must be service oriented with a passion for exceeding client expectations
• Must be able to thrive in a fast-paced environment
• Excellent verbal and written communication skills
• Excellent organizational skills and attention to detail
• Excellent time management skills and proven ability to meet deadlines
• Ability to work well in a team and independently
• Ability to prioritize tasks and reprioritize appropriately to meet dynamic needs
• Ability to adapt to the needs of the organization, clients, and employees
• Proficient in Microsoft Office Suite and ability to learn the organizations software tools and systems
• Strong typing skills and able to type at least 60 words per minute

Education and Experience

Physical Requirements