Job Description

ADMINISTRATIVE ASSISTANT RECEPTIONIST

Wells Fargo Advisors Finet

Melville, NY

·        $16 - $21 per hour

·        Full Time

JOB DESCRIPTION:

We are a busy Financial Brokerage Firm looking to hire a new Front Desk Receptionist. The Front Desk Receptionist will be responsible for answering phones, scheduling appointments, scanning in documents, etc. High attention to detail is needed for this position. You will also communicate with clients and learn to complete tasks for the Financial Advisors. You will also need to be able to answer multi-line phones with a high volume of phone calls as well as schedule appointments.

The RECEPTIONIST is responsible for WELCOMING CLIENTS AND EMPLOYEES, ENSURING SUPPLIES ARE ON HAND AND OTHER CLERICAL DUTIES AS ASSIGNED. DAILY TASKS AND DUTIES:

·        Answer & screen incoming calls and direct each call to respective Advisors/Assistants

·        Greet clients and register visitors and direct to correct Advisor/Assistant

·        Assist with outgoing mail and overnight packages

·        Order office supplies

·        Create and circulate weekly reports

·        The willingness to learn the Retail Brokerage System

·        Strong organization, written and verbal communication skills

·        Complete Financial Transactions and other tasks associated within the Financial Industry

·        Other clerical duties as assigned

The ideal candidate is someone who takes pride in their everyday tasks, is mature and highly responsible, and can function effectively as part of a team as well as being able to work independently.