Job Description
Job DescriptionWe are looking for a detail-oriented Receptionist to join our team in Westerly, Rhode Island. As part of the financial services industry, this role involves providing essential administrative and front desk support to ensure smooth daily operations. This is a long-term contract position that requires a systematic approach to tasks and a strong ability to handle repetitive processes efficiently.
Responsibilities:
• Provide front desk support, acting as the first point of contact for visitors and managing incoming calls.
• Assist the wealth management team with administrative tasks and daily operations.
• Handle incoming and outgoing mail, ensuring timely and accurate processing.
• Create and maintain light reports using Microsoft Excel to support business needs.
• Organize and file documents systematically, both physically and digitally, using file explorer tools.
• Perform scanning tasks to digitize important documents and ensure proper storage.
• Prepare corporate presentations with minimal client interaction, ensuring professionalism and accuracy.
• Utilize Microsoft Outlook and SharePoint for efficient email correspondence and document management.
• Follow established processes to execute repetitive tasks with precision and consistency.• Previous experience working in a corporate office environment.
• Proficiency in managing multi-line phone systems and providing excellent customer service.
• Strong skills in Microsoft Office Suite, including Excel, Outlook, and Word.
• Ability to search and locate documents efficiently using file explorer tools.
• Exceptional organizational skills for managing files and scheduling appointments.
• Comfortable with systematic, process-oriented, and repetitive workflows.
• Excellent interpersonal skills to work effectively within a team environment.
• Basic understanding of email correspondence and data entry tasks.