Title: Receptionist
Salary: $TBD
Position: Temp to Hire, Part-time

What is this?
Local Tulsa Financial Planning Firm is seeking a part-time receptionist. This position provides administrative support to the financial planner, interfaces with clients, and maintains office functions to efficiently maximize daily operations.

What does my day look like?

• Greet clients and visitors
• Create hard files and scan records per request
• Coordinate incoming / outgoing mail and packages
• Other general office duties as needed.
• Filing in a timely manner
• Handle phone calls and email from clients, when appropriate; transfer calls to financial planner, when required
•  Manage client service process and appointment calendar using existing CRM
• Process and track business paperwork
• Handle financial planner needs proactively
• Make recommendations to systematize and improve office efficiency
  

What does the perfect candidate look like?

• Must retain high attention to detail
• Superior organizational skills
• Proficiency in MS Office Suite (e.g., Word, Excel)
• Sufficient patience to do repetitive work correctly
• 1 year of related work experience

What does the company expect of me?

In the performance of their respective tasks and duties the employee hired will be expected to conform to the following:
a. Perform quality work within deadlines with or without supervision
b. Interact professionally with other employees, customers and suppliers.
c. Work effectively as a team contributor on all assignments.
d. Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.

What will the physical requirements be?
Physical requirements for positions include: arm and hand steadiness and finger dexterity enough to use a keyboard and telephone; occasional lifting up to 25 pounds; may be subject to walking, standing, sitting, and reaching; and vision, speech, and hearing sufficient to perform the essential tasks. Any physical restrictions should be discussed or noted within the interview process.

What does it take to be a ProRecruiters candidate?
• Resumes must be in .doc format – pdf and txt versions will not be accepted.
• The resume must clearly reflect your skills and be free of any spelling errors or punctuation errors.
• Experience must be business professional experience – we do not handle any industrial or general labor positions
• Your work history does not include a string of employment. A string is considered to be multiple consecutive employers where the tenure was for a year or less.