Receptionist
📋 Role Overview & Responsibilities
Northern Alliance is dedicated to serving the entire state, providing our vast expertise in various industry sectors. With a team that has more than a hundred years of combined knowledge and resources, we are eager to find talented individuals who are prepared to make a meaningful contribution and thrive in our dynamic industry.
We are looking for an Administrative Assistant to join our team at our headquarters in Auburn, Maine. This vital position ensures the smooth operation of our office by managing clerical tasks, coordinating communication within the team and with advisors and clients, and supporting our marketing efforts, scheduling procedures, and client file management.
Salary range: $45,000 - $50,000
Key Responsibilities:Serve as the first point of contact for NAF, presenting a warm and professional welcome to prospects and clients.Facilitate communications among staff, advisors, and clients, providing necessary information as required.Support the management of Blue Leaf, including updating accounts, merging, sending invites, and managing mail requests.Ensure office procedures are organized and efficiently executed.Manage data entry, client appointment scheduling and confirmation, and the generation of birthday lists.Take charge of document filing and maintaining office supplies.Handle all incoming and outgoing mail and FedEx deliveries.
Preferred Qualifications:Experience in an administrative role within the financial services sector.Strong organizational, time management, and communication abilities.Proficient in multitasking, with excellent telephone handling skills.Experience with scheduling and a collaborative team spirit.Attention to detail.Competent in using computers and various technical software.Proficiency in customer service, both verbal and written.Familiarity with software applications like Microsoft Office Suite, Blue Leaf, and Redtail.
We are committed to creating a supportive and dynamic environment. We value the contributions of our employees and strive to foster growth and efficiency. If you are organized, detail-oriented, and passionate about providing exceptional administrative support, we encourage you to apply.
Northern Alliance Financial is an equal-opportunity employer. Our ethos embraces diversity and inclusion, fostering an atmosphere where every employee's unique insights are valued and respected
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