Receptionist

SUMMARY: Represents the organization in a professional manner when greeting members and visitors while on the phone and in-person, ensuring that they are directed to appropriate staff. Assists with various administrative tasks.

ESSENTIAL FUNCTIONS:

• Greets members in a friendly, courteous and professional manner and direct to appropriate staff
• Answers incoming telephone calls, determines needs and directs the caller to the appropriate person or department
• Takes and delivers messages or transfers calls to voice mail when appropriate personnel are unavailable
• Answers questions about the organization and provides callers with address, directions, and other information
• Welcomes visitors, determines nature of business, maintains Visitor Log and badges, and announces visitors to appropriate personnel; monitors visitor access
• Notarizes documents according to policy
• Maintains the member coffee and water station, ensuring supplies are stocked
• Maintains pamphlet/information racks in lobby; assists in keeping lobby in a neat and orderly appearance
• Prepares materials for Business Development and ALEC Investment Advisors (AIA)
• Reviews membership applications and forms and submit for imaging
• Prepares disclosures for new account openings
• Maintains professionalism while conducting business with members and vendors
• Other duties as may be assigned

QUALIFICATIONS:

• Education Required: High school diploma or equivalent, obtain Notary Public Commission Certificate within six (6) months of hire and during required renewal periods
• Experience Required: One (1) year of office or administrative experience
• Experience Preferred: Two (2) years of office or administrative experience
• Knowledge, Skills and Abilities (KSAs):
• Member loyalty skills
• Organizational skills
• Strong interpersonal skills
• Ability to work as part of a team
• Ability to verbally communicate effectively with internal and/or external members
• Ability to use computers and job-specific technology/software efficiently
• Maintains confidentiality
• Performs responsibilities with composure, quality and accuracy under stress of deadlines/requirements

TRAVEL: N/A