Administrative and Front desk Assistant

Career Options, Neenah WI

Neenah based Investment and Wealth Planning Firm who is looking for a Temp to Hire Administrative and Front desk Assistant. Offering a professional environment with career path advancement once employee has been in role for approximately 2 years.

  • Responsibilities of the Administrative and Front desk Assistant 
  • Answer and screen telephone calls in a professional manner; greet customers, visitors, and associates wishing to see officers; in the absence of officers, refer customers to appropriate individuals; schedule and confirm appointments for officers as required.
  • Responsible for the sorting and distribution of mail and daily reports produced off the financial software system.
  • Assist with the input of amounts and review checks produced for daily bill paying activities; match checks and bills and mail payments to meet due dates.
  • Prepare spreadsheets, graphs, and documents as required on Word, Excel, or PowerPoint.
  • Prepare, input, and verify receipts and deliveries.
  • Assist with the filing of documents, correspondence, etc. in electronic system so as to facilitate swift retrieval of information.
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