The Burton Group – Bloomington, IN
Job description
The Burton Group, a leading advisory firm located in Bloomington, IN, is seeking a full-time Receptionist. This role provides administrative and client service support. We are seeking a client focused administrative professional who is a go-getter and can deliver world class service. We are looking for someone who is excellent on the phone and who easily builds relationships. This is an in-person position.
The Burton Group Available Benefits:
- Health insurance
- PTO & Holiday Pay
- Retirement money
- Professional development assistance
- Receptionist Responsibilities:
- Welcome, greet, and serve as the first point of contact for all clients
- Schedule, manage and update all client and prospect appointments, including appointment confirmations and reminders
- Answer incoming calls in a professional and courteous manner
- Direct calls, clients and other communications to the appropriate team member
- Foster existing client relationships through processing client requests, resolving client inquiries and ensuring key client data and documentation is up to date
- Onboard new client accounts through application review and the collection of documents
- Follow up on pending accounts and provide updates to management
- Email correspondence with clients both for advisor and for self
- Enter client data into CRM when appropriate
- Proactively participate in firm marketing and client retention efforts as directed by management
- Run social media marketing efforts
- Maintain and manage filing system in office
Receptionist Requirements:
- 1-2+ years of administrative experience (Required)
- Previous financial and or insurance services experience (Preferred)
- Proficient in Microsoft Office including Word, PowerPoint and Excel (Preferred)
- Familiarity with social media and online marketing (Preferred)
- Ability to work in a fast-paced, deadline-oriented environment
- Ability to multi-task and take on tasks with minimal oversight/direction
- Ability to maintain discretion regarding personal and industry-related matters
- Strong and effective verbal and written communication skills
Job Type: Full-time
Contact info@burtontrust.com if you are interested in either role.