Administrative Assistant-Front Desk Receptionist

We are assisting Baacke Insurance & Financial Services in their search for an Administrative Assistant- Front Desk Receptionist.

COMPANY OVERVIEW

Baacke Insurance & Financial Services has been providing our clients with the strategies and services they need to have a successful retirement since 2002. We work with individuals, families, and groups, including employers, both large and small, hospitals, counties, schools, associations and more, throughout the U.S. from our office based in Southwest Florida.

At Baacke Insurance & Financial Services, we strive to go the extra step every day because we believe the most aligned and reliable retirement plans come from offering personable and top-notch service.

POSITION SUMMARY

Baacke Insurance & Financial Services is sear­ching for an Administrative Assistant to join our growing team! This position requires high-level discretionary decision-making as well as the ability to manage multiple tasks. It involves constant multi-tasking and weighing of situations with full understanding of the impact of decisions.

The Administrative Assistant will need to have a strong set of communication skills along with excellent people skills, including client interaction and internal team members. Candidates must have excellent time management and be highly organized, flexible, and professional. The ideal candidate for this job is resourceful, friendly, professional, and highly organized.

DUTIES AND RESPONSIBILITIES INCLUDE, BUT NOT LIMITED TO:

• Answer all incoming telephone calls with professionalism and care.
• Welcome/greet all visitors.
• Schedule client appointments and telephone reviews on behalf of advisors.
• Office project management, as needed – completing paperwork, preparing applications, etc.
• Update information in the CRM (Customer Relationship Management).
• Maintain facility, this includes preparing refreshments for clients, conference room organization and generally organize the office.
• Compile materials in preparation for client meetings.

CRITICAL SKILLS SOUGHT

• Confidentiality, maintain all information related to customer accounts in strictest confidence.
• Strong sense of professionalism.
• Excellent customer service skills and the desire to build client relationships.
• Ability to prioritize assignments, adapt to changes in daily tasks when necessary and the ability to work under pressure.
• Good oral/written communication, organizational and problem-solving ability.
• Excellent time management skills, ability to juggle multiple, competing priorities, with strength in identifying and implementing solutions when applicable.
• Excellent planning and written/ verbal communication skills.
• Strong organizational and administrative skills with the ability to anticipate, improvise, multi-task and adapt for optimal resolutions.

PREFERRED QUALIFICATIONS

• High School diploma or equivalent
• Highly developed PC skills, including demonstrated proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
• Experience working with Smart Office, a plus.

WORK ENVIRONMENT

• Business professional dress code.
• Collaborative and cohesive team.

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

Baacke Insurance & Financial Services provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.