Receptionist
Roseville, CA, United States
Responsibilities:
Assist and administratively support Planning team(s) with client/paperwork issues to include preparing/processing paperwork and processing checks
Provide excellent service and maintain client satisfaction
Assist with follow-up on all checks and paperwork processed ensuring accounts are opened and funded in a timely manner
Assist with general mailing and scanning procedures
Assist with the pick-up and delivery of express mail services (US Government Client, UPS, etc.)
Serve as back-up to the planning team when needed, which includes: answering all incoming calls for Planners, route calls to the appropriate employee, and distribute messages as appropriate
Attend and assist with coordination of company seminars by registering attendees, ensuring necessary supplies are on hand, and set-up/tear-down is complete
Assist with any company project or activity and attend functions as required
Other administrative duties as required and assigned
Requirements:
Assist and administratively support Planning team(s) with client/paperwork issues to include preparing/processing paperwork and processing checks
Provide excellent service and maintain client satisfaction
Assist with follow-up on all checks and paperwork processed ensuring accounts are opened and funded in a timely manner
Assist with general mailing and scanning procedures
Assist with the pick-up and delivery of express mail services (US Government Client, UPS, etc.)
Serve as back-up to the planning team when needed, which includes: answering all incoming calls for Planners, route calls to the appropriate employee, and distribute messages as appropriate
Attend and assist with coordination of company seminars by registering attendees, ensuring necessary supplies are on hand, and set-up/tear-down is complete
Assist with any company project or activity and attend functions as required
Other administrative duties as required and assigned