Receptionist/Administrator

The Pelican Group is a very successful detail focused investment and financial planning practice. We are seeking an energetic, detailed and organized individual to join our team as a receptionist. This is a part-time job, with full days Monday-Wednesday weekly. The qualified candidate will be part of a team that provides outstanding operations and administrative support. The primary responsibility is to provide professional investment and insurance administrative support along with reception duties. The candidate should possess an understanding of the financial industry and be familiar with life insurance products.

Although routine responsibilities will vary you will be expected to:

· Although routine responsibilities will vary you will be expected to:

Greet all incoming guests, visitors, and members professionally, help them with directions or any appropriate information that they need
Answer incoming telephone calls, voicemail, and e-mail; determine the purpose of the callers and forward calls to appropriate personnel, take messages as requested, or make appointments when necessary
Review all correspondence directed to the partners and determine appropriate course of action
handling and redirecting mail, scanning, filing, draft response, immediate action, etc.

Collect, sort, distribute and prepare correspondence, mail, messages and courier deliveries
Schedule appointments, maintaining and updating calendars
Create and print fax sheets, memos, mail, reports and other documents
Maintain paper and electronic filing system and active records of all cases
Perform other administrative duties as assigned
Required Experience and Skills:

· Intermediate knowledge of MS Office, Outlook and investment software.

· Ability to implement and administer a CRM and gather system with client information to build and maintain the database and file system.

· Organizational and time management skills with proven ability to effectively prioritize workflow and move between projects.

· Ability to multi-task, prioritize and should be comfortable working in a fast-paced environment.

· Outstanding interpersonal and written skills

· Capacity to develop and maintain relationships and ensure excellence in all interactions to provide a consistent experience for existing clients and prospects.

· Excellent client service skills with the ability to anticipate and respond to client needs.

· Self-motivated with the ability to work independently and be committed to being a part of a functioning team.

· Proven ability to exercise good judgment, show initiative and be proactive.

· Demonstrate maturity and ability to respond appropriately in stressful situations.

Good competitive compensation package.

Application Deadline: 2025-05-20

Expected Start Date: 2025-05-20

Job Types: Part-Time, Contract, Permanent

Salary:

Additional pay:

Bonus pay
Schedule:

8 hour shift
Monday to Friday
Experience:

customer service: 1 year (Preferred)
administrative assistant: 1 year (Preferred)
Administrative Duties:

Scheduling
Sorting and sending mail
Answering and routing phone calls
Work remotely:

No
Job Types: Part-time, Permanent, Fixed term contract

Additional pay:

Bonus pay
Schedule:

8 hour shift
Monday to Friday
Experience:

Reception: 1 year (preferred)
Work Location: In person Read more