Administrative Assistant / Receptionist

 Administrative Assistant / Receptionist
Location – Orlando, FL 32801
 

Come join Resource Consulting Group, a fee-only financial services and investment management firm in downtown Orlando.  Great work environment and benefits; challenging work and career opportunities.  

Job Summary: Responsible for the front desk operation, including greeting clients/guests and answering and directing calls. Assist other staff with tasks and projects as assigned. Provide support and back-up for administrative team members.

Essential Duties & Responsibilities:

• Answer telephone and direct incoming calls to appropriate person.
• Greet and welcome clients/guests, provide for an accommodating environment and announce their arrival to advisors, etc.
• Escort walk-in visitors to the appropriate location.
• Set up conference rooms before and after meetings.
• Schedule internal meetings.
• Scan / file all documents.
• Pick up and distribute the incoming mail and process outgoing mail.
• Log in checks and maintain check log.
• Order/coordinate meals for office/client meetings.
• Order office and kitchen supplies; stock refrigerator with beverages; maintain supply area.
• Monitor and maintain kitchen in orderly fashion.
• Validate parking / handle parking issues.
• Process requests for office maintenance and after-hours HVAC requests.
• Create greeting cards for clients and employees.
• Process and communicate confidential client information professionally and discreetly.
• Create and maintain individual task list.
• Participate in special projects and committees and provide support and backup as needed.

Qualifications, Skills Required:

• Excellent interpersonal, organizational and communication skills.
• Excellent typing, spelling and proofreading skills.
• Understanding and experience in Word, Excel, Outlook and PowerPoint. Experience with CRM preferred.
• Able to work independently and establish priorities.
• Must be organized, detail oriented and able to multi-task.
• Able to work effectively with the highest standards of confidentiality and ethics.
• Able to project a professional image to clients.
• Team player, able to work well with all levels of the firm, as well as with clients.

Education/Training/Experience Required:

• Associate’s Degree (or at least 2 years of college).
• Two years of administrative support experience in a professional services environment.

Limitations and Disclaimer:
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.