Spherion Staffing is assisting a financial planning company located in Fort Myers, FL. This company is currently seeking a Receptionist. office. The ideal candidate would be detail-oriented, self-motivated, and reliable. We are seeing a candidate who is always willing to grow and learn on the job, as this industry offers vast knowledge and opportunities to the right individual.
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This is a temp to hire opportunity.
Benefits & Perks:
-401k participation after one year of employment
-One-week paid vacation after one year of employment
-Accrual of Sick/ personal time paid time off after a 90-day probationary period
-Holiday paid time off
Responsibilities:
-Answer and filter phone calls appropriately.
-Maintain client database called Redtail
-Schedule/reschedule appointments between the representatives and clients and coordinate wholesaler lunches.
-Greet and offer clients refreshments or snacks that are available.
-Send and respond to emails and other digital inquiries and correspondence.
-Organizes/delivers incoming mail appropriately and addresses outgoing mail, including UPS packages.
-Keeps the front office and breakroom tidy and well-stocked with supplies.
-Work with sensitive information with discretion to maintain confidentiality and security and ensure compliance with privacy policies and regulations.
-Consistently take notes on client, back-office, and company interactions.
-Input and update information in databases and spreadsheets.
-Work with advisors and assistants for service and new business follow-up
-Run reports specialized according to advisor/assistant needs.
-Keep neat records of client correspondence, check logs, and UPS labels.
-Other duties as assigned.
Working hours: 8:00 AM - 5:00 PM
Skills:
-Verbal and written communication skills
-Professional personal presentation
-Detail-orientated team player with a strong work ethic.
-Be courteous, efficient, articulate, and energetic.
-Reliable, have integrity, and will take initiative.
-Stress tolerance
Education:
High School
Experience:
1-4 years
Qualifications:
-Must have a minimum of 3 years of reception experience or in a related role.
-High School Diploma or equivalent
-Proficient in Microsoft Word and Excel
-Ability to pass a national background and drug screening
There are several ways to apply!
Apply in person Monday-Friday between the hours of 9am-12pm or call our office to schedule an appointment at 239-939-9999
Address: 12500 World Plaza Ln bldg 40 suite 1, Fort Myers, FL 33907
Apply on line www.spherionjobcentral.com
Email your resume by replying to this post
Spherion_gtwb_fortmyers
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).