What are the responsibilities and job description for the Receptionist/Office Coordinator position at Round Table Advisors, LLC?
Company Description
Round Table Advisors, LLC. is a team of highly credentialed financial planners serving clients throughout the Southeast. They create custom financial plans to meet unique needs, offering securities and investment advisory services through Raymond James Financial Services. Round Table Advisors, LLC. operates independently of Raymond James Financial Services and is located in Chattanooga, TN.
This is a full-time on-site role for a Receptionist/Office Coordinator at Round Table Advisors, LLC. The role involves handling phone calls, performing receptionist duties, utilizing clerical skills, communicating effectively, and providing exceptional customer service to clients.
- Phone Etiquette, Receptionist Duties, and Clerical Skills
- Strong Communication and Customer Service skills
- Experience in office administration or related roles
- Attention to detail and organizational skills
- Proficiency in Microsoft Office Suite
- Ability to multitask and prioritize tasks effectively
- High school diploma or equivalent required
- Previous experience in the financial services industry is a plus