Title: Receptionist
Pay Rate:  $22/hr
Job Type:  3-month contract
Shift(s):  Mon, Wed, Thurs; 8am – 5pm
Part-time; 3 days/week
Location: Roseville, CA 95661

Job Code: JPC-9587/1300198

Tekberry is looking for a highly qualified and motivated Receptionist to work with our client, the nation’s #1 independent financial advisory firm. As a W2 employee you will have access to health benefits. Benefits include health, dental, and vision (eligible on the 1st of the month following your start date).

Job Description:

As a Client Service Administrative Assistant for our Roseville location, you’ll provide floating administrative support to one or more Financial Planning teams and acts as a liaison between clients and internal contacts at all levels of the organization. This individual will also provide general office support with a variety of clerical activities and related tasks.

We are looking for someone with administrative experience to help us deliver superior service by building and nurturing the client relationship, as well as performing all related office management functions. If you have exceptional client service and communication skills, with a good understanding of finance, this may be the opportunity for you!

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 (USPS, 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:

• 2+ years of experience performing all related office management functions.
• Exceptional client service and communication skills
• Strong understanding of finance
• General mailing and scanning procedures/pick-up and delivery of express mail services (USPS, UPS, etc.)
• Experience answering incoming calls, routing calls to the appropriate employee, and distributing messages as appropriate
• Coordination of company seminars by registering attendees, ensuring necessary supplies are on hand, and set-up/tear-down is complete

TEKBERRY OFFERS A $100 payment FOR REFERRALS!

Tekberry Inc., a Soal Technologies company, is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other protected categories under all applicable laws.

Tekberry, Inc is a Certified Minority Business Enterprise (MBE) and Certified Disadvantaged Business Enterprise (DBE).

By submitting your resume, you are explicitly consenting to receive communications from our organization via text message. Rest assured all our texts are sent by real people and we look forward to a conversation with you about this job! Check out all our jobs at https://tekberry.com/search-jobs/

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