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Posted: Friday, January 26, 2018 6:25 AM

Job Description:/h3:
We are seeking a Receptionist to join our team Carnegie Investment Counsel is a growing wealth management company based in Pepper Pike, Ohio. We are seeking an educated and upbeat individual with excellent customer service skills.
:Greet guests when they arrive.
:Be pleasant, helpful and knowledgeable about their visit...Hello Mr. Smith, Mr. Merriman is expecting you...
:Take and hang coats
:Escort guests to conference area
:Offer refreshments, i.e. coffee, water, tea, soda etc.
:Notify advisor of their guest arrival
:Deliver refreshments to guests
:When guests leave, retrieve empty cups, wipe down conference table
:Primary phone answerer
:Answer all calls professionally and friendly, with a consistent greeting, i.e. Thank you for calling Carnegie Investment Counsel, this is Mindy, how may I help you?
:Transfer calls to appropriate extension
:Assist callers in reaching the best person if they do not know who to speak to, i.e. look up households in Salesforce when partners call, direct to best Client Service Person.
:Oversee calendars and manage conference room availability
:Receive and deliver mail
:Receive and deliver UPS and FedEx packages
:Restock guest refreshments: Candy bowl, refrigerator, Keurig refills
:Keep guest areas tidy
Further responsibilities:
:Courtesy call:ahead reminders to remind guests of their upcoming appointment
:Assemble and send welcome packets to new clients
:Thanksgiving cards, i.e. ordering, labeling, stamping, stuffing, enclosing, mailing...
:Assist Marketing Manager with events, i.e. go:for person, assist with set:up, execution, and tear:down.
:Knowledge of Microsoft Office Suite
:Previous experience in office administration
:Ability to prioritize and multitask
:Excellent written and verbal communication skills
:Strong attention to detail
:Strong organizational skills
:Ability to maintain confidentiality

Company Description:/h3:
Carnegie Investment Counsel has a rich history of serving individual and institutional investment clients. Through market cycles, good times and bad, economic growth and recessions : weve guided our clients along the way. When you hire Carnegie, you hire a team of professionals whove learned how to invest successfully and how to avoid common pitfalls.
Carnegie is one of the countrys fastest:growing and prominent Registered Investment Advisor firms. Our growth is a testament to our ability to attract and maintain high caliber clients and team members. The firm consistently reinvests in research, technology, and personnel in an effort to provide the best client experience and successful outcomes.


• Location: Cleveland, pepper pike

• Post ID: 57813882 cleveland is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018