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Receptionist/Administrative Assistant in Branford, CT at Staffing Now

Date Posted: 9/14/2020

Job Snapshot

Job Description

One of our clients, a large family owned financial services practice is seeking a Receptionist/Administrative Assistant to joining their team. This person is responsible for taking actions to promote a positive company culture, and build relationships with each client. They will work closely with the rest of the team, and have a strong focus on customer service. They support the running of the office and assist all team members in building strong prospect and client relationships. They will handle various phone and computer tasks as well as maintaining office equipment and supplies, while personally assisting the CEO. Please apply with Interest!

Essential (Top 5) Priorities:
  • Oversee and manage the flow of the office.
  • Manage first impressions.
  • Assist CEO.
  • Champion the office calendar, CRM, and phone system.
  • Maintain a personalized professional growth plan with goals.

  • Answer/direct/route incoming phone calls.
  • Respond to emails and phone messages in a timely manner.
  • Provide hospitality: greet clients and prospective clients in a friendly and sincere manner, offer refreshments, etc., making them feel comfortable when they call or visit the office.
  • Make confirmation calls for appointments.
  • Follow up with clients to ensure their needs are being met.
  • Create, update, and maintain both hard and electronic client files (including account statements), as appropriate.
  • Enter pertinent data and information into the CRM.
  • Develop proficiency in utilizing available software, systems, and procedure tutorials.
  • Seek referrals from existing clients.
  • Research, create, track, implement, and record "Wow!" factor ideas.
  • Photocopying and printing.
  • Shipping and mailing.
  • Oversee production of all printed programs folders and other office materials; keep materials current.
  • Opening/distributing mail.
  • Office maintenance and troubleshooting: copier, scanner, phone.
  • Perform other duties as assigned.

Required Personal Attributes and Characteristics:
  • Truthfulness.
  • High energy/vibrant.
  • A genuine interest in serving and caring for other people.
  • Ability to represent the firm with the highest standards of professionalism and integrity.
  • Clear articulation and creativity are essential.
  • Willingness and ability to proactively work as a team member as well as an individual contributor.
  • Ability to organize and prioritize properly.
  • Respect for clients, vendors, other team members and those in authority.
  • Excellent oral and written communication.
  • Extremely attentive to detail.
  • Self-motivated.
  • Career and goal oriented.
  • Effective communicator.
  • Conscientiousness, patience, diligence, accuracy.

Position Requirements:
  • One (1) to five (5) years of experience in a fast-paced office or restaurant environment.
  • Some college, or five (5) years related experience and/or training, or equivalent combination of education and experience is a plus.
  • Desire to learn and grow.
  • Time management skills.
  • Valid driver's license.
  • Must be able to work days, some evenings, and some weekends as needed.
  • Proficient use of Microsoft Office Suite, including Word, Excel, and Outlook.
  • Complete support of and willing adherence to Agemy Financial Strategies, Inc. mission, vision, and core values. Applicant must hold these standards as his/her own.