POSITION SUMMARY & OVERALL PURPOSE:
The purpose of this part-time position is to perform various administrative and office support duties as needed at the Front Desk as well as assistance to other departments within the firm. This high-energy, detail-oriented positive person represents the first impression of GoldBook Financial to clients, associates and guests of the firm.
JOB ACCOUNTABILITIES:
Duties
- Greet and welcome all clients, associates and guests in a professional, friendly, and hospitable manner; announce visitors promptly to appropriate advisors or staff members; maintain a neat and orderly Front Desk, Reception area and general office area; ensure break room, lobby area and conference rooms are stocked, neat and tidy
- Answer Front Desk telephone calls and ensure that they are transferred or handled promptly and properly
- Coordinate with all external facility vendors (Iron Mountain, Parks Coffee, Sparklett’s, etc.) for maintenance, supplies and service
- Maintain and order all office supplies, kitchen supplies, printer supplies, coffee, etc. through approved vendors, ensuring that items are always on hand
- Maintain office and kitchen machinery and supplies including postage meter and photocopier
- Distribute incoming mail including US mail and UPS
- Sign for, receive and distribute packages delivered to agency
- Open, review, stamp and comply with all incoming/outgoing mail, check and fax correspondence according to compliance and supervisory guidelines
- Post agency outgoing mail and prepare UPS packages daily
- Prepare and send any Home Office/detached mail
- Schedule conference room meetings and train advisors on scheduling conference rooms
- Prepare welcome packets and prepare assigned workspace for new advisors, staff and assistants
- Provide telephone and voicemail training to new advisors, staff and assistants
- Assist with event planning and meal ordering
- New advisor, staff and assistant onboarding to include the set-up of workspace, printer setup, issuance of keys and badges
- Provides administrative support to other departments
- Additional duties and/or special projects as assigned
JOB COMPETENCIES:
Required Knowledge
- Strong Microsoft Office skills (Outlook, Word, Excel and PowerPoint)
- Good technology skills
Required Skills/Abilities
- Consistently presents a friendly, cheerful and positive demeanor with the clients, associates and guests
- Has a strong sense of urgency about solving problems and completing tasks and assignments
- Reads situations quickly and accurately
- Ability to self-manage as well as resolve issues on own
- Oral and written communication skills
- Listening skills
- Customer service skills
- Attention to detail
- Planning and organization skills
- Is a team player
- Ability to multi-task and prioritize multiple projects and needs with a smile
- Ability to quickly ‘catch on’ to tasks, projects, needs
- Dedicated to exceeding internal and external client expectations and experience
- Keeps others informed on the status of assigned work
Required Behaviors/Attitudes
- Positive and professional attitude
- Dependable
- Punctual
- Ability to remain calm under pressure
- Presents an appropriate professional appearance and demeanor
- Embraces change with optimism and positivity
- Takes pride in output and ownership in delivering superior results
- Cares about quality and representing the GoldBook brand
EDUCATION/EXPERIENCE/LICENSE REQUIREMENTS:
Education: Associate degree or higher preferred or equivalent
Experience: 2+ years of previous experience in customer service or in an admin/receptionist position for a Financial Service firm is preferred but not required
License Requirement: None
Skills Required
- Strong Microsoft Office skills (Outlook, Word, Excel, PowerPoint)
- Good general technology skills (phone systems, voicemail, office equipment)
- Oral and written communication skills
- Customer service skills and friendly, professional demeanor
- Attention to detail and strong planning/organization skills
- Ability to multitask, prioritize, and self-manage
- Dependable, punctual, and able to remain calm under pressure
- Ability to train others on telephone, voicemail, and conference room scheduling systems
- Associate degree or higher or equivalent
- 2+ years previous experience in customer service or admin/reception (financial services preferred)
What We Do
At GoldBook Financial, we strive to form a long-lasting relationship with you and serve as your financial advocate. We customize our services to meet your personal needs, as well as those of your family or your business. We can provide you with the tools to maximize your resources and help you meet your financial goals. We are committed to the places where we work and live, whether it’s providing guidance to families caring for a loved one with special needs or being actively involved with local community-building organizations. We believe in supporting our communities through alliances, sponsorship and hands-on involvement. ____ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, member SIPC®.
