Guest Services Associate

Montgomery, AL

Posted: 04/17/2019 Industry: Banking or Financial Institutions

Looking for an amazing opportunity to work for a well respected investment advisor in the River Region? A local investment advisor is seeking a Guest Service Associate to join their team. The culture and talented team at this company helped them to earn a top spot on Business Alabama Magazine's list of "Best Companies to Work for in Alabama" in 2016. 

Position Requirements

Position requirements include, but not limited to:

  • Bachelor's degree preferred, but high school diploma accepted with some college or equivalent experience
  • Excellent verbal communication skills
  • Proficient in Microsoft Office
  • Experience in customer service preferred 

 

Position Requirements

Position requirements include, but not limited to:

  • Bachelor's degree preferred, but high school diploma accepted with some college or equivalent experience
  • Excellent verbal communication skills
  • Proficient in Microsoft Office
  • Experience in customer service preferred 

 

Primary Functions

  • Greet and serve all guests and clients that come into the office
  • Manage phone system which includes turning on/off phones, managing the voicemail system, answering calls and transferring to the appropriate parties
  • Oversee the stocking of restrooms, kitchen, conference spaces and office supplies (place orders when needed). All areas are checked once in the morning and once in the afternoon.
  • Police the guest areas daily. Cleaning and straightening chairs as necessary
  • Assist in planning firm-wide lunches for meeting, etc.
  • Set up conference space for client/advisor meetings as well as board meetings when necessary
  • Assist in planning firm-wide meetings and board retreats
  • Coordinate office lunches for meetings, etc.
  • Set up conference space for client/advisor meetings as well as board meetings when necessary
  • Retrieve all mail daily and sort accordingly
  • Transcription when needed as well as other administrative responsibilities

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