What are the responsibilities and job description for the Front Desk Receptionist position at Oak Capital Management, LLC?
Oak Capital Management, LLC is dedicated to nurturing long-term relationships with individuals, families, and businesses, offering tailored financial advice to meet unique needs. With over 150 years of combined experience, our firm provides objective perspectives and helps clients make informed financial decisions. We prioritize high-value, reliable service, and excellence in crafting comprehensive financial strategies. Our primary goal is to help clients feel confident and secure about their wealth management decisions.
This is a full-time on-site role for a Front Desk Receptionist located in Mount Pleasant, SC. The Front Desk Receptionist will be responsible for greeting visitors, answering and directing phone calls, handling mail distribution, and performing various clerical tasks to ensure the smooth operation of the office. Additional duties include maintaining a clean and welcoming reception area, managing appointment schedules, and providing exceptional customer service to clients and staff.
- Excellent Phone Etiquette and Receptionist Duties skills
- Proficiency in Clerical Skills, including managing schedules and handling mail
- Strong Communication and Customer Service skills
- Ability to work independently and efficiently in an office setting
- Experience in a similar role is preferred
- High school diploma or equivalent; additional education or training is a plus