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San Rafael

    Front Desk Receptionist - San Rafael, United States - Private Ocean

    Private Ocean
    Private Ocean San Rafael, United States

    5 days ago

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    Description

    This is a summary outline of the duties and responsibilities initially required of a Receptionist. This is not all-inclusive; duties and responsibilities of this job may be modified or added at any time.

    **Summary of Essential Duties**

    This is an administrative position. The individual in this position will be a member of Private Oceans client service team and will primarily support the Advisors in all aspects of their work. As such, this person will be an integral part of our team. This position reports directly to the Director of Client Services. This position requires attention to detail, strong organizational skills, and a pro-active attitude.

    **Primary Responsibilities**

    Meet and greet clients and visitors

    Answer phones and direct calls to appropriate staff

    Set up and break down conference rooms for client meetings

    Manage the company calendar, scheduling client & internal meetings

    Responsible for client recognition birthdays and ad-hoc gifts requested by Advisors

    Set up all new Salesforce Records

    Launch the Onboarding process when scheduling meetings for Advisors

    Upon receipt of uploaded documents, save to Client folders & notify clients

    **Other Activities**

    Assist with managing incoming mail and distribution of paper quarterly reports and invoices

    Participate in and assist with client and other events

    Assist with special projects as requested

    **Qualifications**

    Bachelors degree preferred

    At least two years of relevant work experience

    Proficient with in-house office systems Client Relationship Management and Document Management Systems (e.g., Salesforce, Box)

    Excellent computer skills with Microsoft Office Suite

    Numerical accuracy and attention to detail a must

    Ability to prioritize tasks and work in a team environment

    Professional appearance and manner

    Strong written and verbal communication skills

    **Career Path**

    Through experience and performance may be promoted to other functional areas depending on interest and aptitude.

    ****

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