What are the responsibilities and job description for the Receptionist/Administrative Assistant position at SageCreek Planning?
Administrative Assistant
Required Knowledge, Skills, and Competencies:
- Exceptionally organized individual with a detail-oriented focus
- Provides an awesome first impression of our firm through unparalleled customer service
- Displays a positive and friendly attitude (extremely out-going personality required)
- Exhibits the values of integrity and honesty
- Operates effectively and efficiently in a team environment
- Works with limited supervision
- Inputs data accurately and generates detailed reports using Microsoft Office and CRM software (experience with Microsoft Dynamics CRM is a major plus)
- Handles multiple tasks simultaneously; adjusts and adapts well to unforeseen situations
- Follows directions precisely and adheres to established policies and procedures
Responsibilities:
- Answer/document phone calls from clients and transfer calls to the Advisor, when required
- Schedule Advisor appointments with clients via phone, in-person, email, and texts
- Provide marketing support for client impact events, company charitable sponsorships, and staff cultural events.
- Proactively fulfill the office’s administrative needs
- Update Microsoft Dynamics CRM system and various applications, including but not limited to Outlook, Excel, Word, Zoom, etc.
Qualifications/Education/Professional Background:
- U.S. Citizen or Naturalized U.S. Citizen is required
- Solid experience using productivity software (MS Word, Excel, Adobe Acrobat/Nitro PDF) is required
- Exceptional interpersonal, oral, and written communication skills
- Experience navigating Customer Relationship Management (CRM) software and other related financial software packages is preferred, but not required
- Experience working in a financial management firm is preferred, but not required
Job Types: Full-time, Temp-to-hire
Pay: $16.26 - $20.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- No nights
- No weekends
Ability to Commute:
- Fredericksburg, VA 22401 (Required)
Work Location: In person
Salary : $16 - $20