Front Desk Receptionist/assistant - Westborough, United States - Legacy Financial Advisors, Inc.

Description

Job Overview:

Small private company working in wealth management primarily in Westborough MA. Applicants are required to pass a background check to be eligible. Basic computer skills are required but advanced skills could lead to career growth. We are open from 9am-5pm Monday through Friday.

This job is rewarding for anyone who is interested in the financial world and the diverse experience of this 50 year old firm.

Duties:

• Greet and welcome visitors in a friendly and professional manner
• Answer phone calls and direct them to the appropriate department or individual
• Schedule appointments and maintain the office calendar
• Some social media management
• Create and send out zoom links and appointment confirmations
• Assist with administrative tasks such as filing, photocopying, and scanning documents
• Manage incoming and outgoing mail and packages
• Maintain office supplies inventory and place orders when necessary
• Coordinate projects and assist with project coordination tasks as needed
• Provide general clerical support to the team

Skills:

• Excellent typing skills with accuracy and attention to detail
• Proficiency in computerized systems, including Microsoft Office Suite (Word, Excel, Outlook)
• Strong organizational skills to manage multiple tasks efficiently
• Ability to coordinate projects and prioritize tasks effectively
• Previous experience as an office assistant or personal assistant is beneficial but we are willing to train the right person.
• Strong clerical skills, including filing, data entry, and record keeping

This job is ideal for someone who is:
Dependable

• More reliable than spontaneous.

People oriented

• Enjoys interacting with other people and working on group projects.

Detail Oriented

• Would rather focus on the details of work than the bigger picture.

This is a full-time position with competitive pay. We offer opportunities for professional growth and development within our organization.


Pay:
$ $22.00 per hour


Work Location:
In person