Job Summary
The Receptionist/Client Service Assistant is responsible for overseeing the front office functions, which encompass welcoming guests, managing phone communications, and setting up conference areas for meetings. Additionally, this role supports the investment team by keeping CRM records updated and generating reports for clients.
Responsibilities
- Welcome visitors and manage the visitor sign-in process.
- Handle incoming calls and direct them to the appropriate personnel.
- Prepare facilities for meetings, ensuring all necessary equipment and materials are available.
- Maintain CRM records for accuracy and accessibility.
- Produce comprehensive client reports as required by the investment staff.
Qualifications
- Strong organizational abilities and attention to detail.
- Proficiency in Microsoft Office applications, particularly Word, Excel, and PowerPoint; advanced skills are preferred.
- A Bachelor’s degree is favored.
- Minimum of two years of experience in a corporate administrative role.
