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Branch Receptionist
Robert W. Baird
Peoria, IL, United States
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Job Description
As a Branch Receptionist, you will:
Under the general supervision of the Branch Manager and Branch Administrative Supervisor, the Branch Receptionist answers incoming calls to the branch via a multi-line switchboard as well as receives clients, vendors and prospects, during normal business hours. This highly visible position requires a polished professional with superior, communication, customer service and organizational skills. This part time position is 12:00-5:00, Monday through Friday.
• Greets and directs incoming clients, visitors and business associates in a helpful, professional and pleasant manner; providing information, directions or assistance as needed.
• Answers phone calls coming into the branch through a switchboard and routes calls to their appropriate destination.
• Plan, coordinate and arrange for vendor luncheons, client meetings, etc. Sets up conference calls.
• Ensures the proper delivery of all delivered items received at the switchboard/reception desks.
• Validates parking tickets for all visitors.
• Sort, process and route incoming and outgoing mail.
• Performs miscellaneous clerical functions, such as mailings, and assists with projects for departments as needed. May include word processing.
• Copy, fax, and file various materials as needed.
• Order office supplies and call in repair requests for copier, printers, and fax machines.
• Schedules/monitors the use of conference rooms for financial advisors and other internal associates.
• Maintains a clean and presentable area in which to greet clients, both internal and external.
• Issue outgoing checks for the branch.
• Performs daily deposit of checks received into the branch by mail, overnight delivery or delivered directly by the client, ensuring accuracy and safe-handling.
• Performs other duties as assigned.
What we look for:
• High school diploma required. Prior switchboard/receptionist experience preferred.
• Minimum of 1 or 2 year’s previous customer service or administrative experience; preferably in the financial services industry.
• Excellent oral communication skills; excellent telephone and customer service skills.
• Ability to work independently with minimal supervision; ability to be flexible.
• Ability to handle clients professionally and manage challenging situations.
• Working knowledge of MSOffice; Word, Excel, Outlook.
• Good organizational skills with the ability to prioritize, monitor, and complete multiple tasks, either independently or with a team.
Who we are:
Baird is an employee owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Established in 1919, Baird has more than $157 billion in client assets and over 3,300 associates serving the needs of individual, corporate, institutional and municipal clients.
Baird has built an environment of trust, respect and teamwork, where associates are our greatest asset. Committed to being a great place to work, Baird ranked No. 12 on Fortune's 100 Best Companies to Work For in 2018, its fifteenth consecutive year on the list. To learn more about Baird’s culture, click here.
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