APPOINTMENT SETTER/RECEPTIONIST - Randstad : Job Details

appointment setter/receptionist.

+ forest hill , maryland

+ posted 10 days ago

**job details**

summary

+ $40,000 - $50,000 per year

+ permanent

+ no requirements

+ category office and administrative support occupations

+ referenceAB_4625418

job details

Join our team as an Appointment Setter/Receptionist! In this essential role, you'll be the friendly face and voice of the organization, responsible for managing client communications and scheduling meetings for our financial planners across two locations. This position is located mainly in Forest Hill, MD and as needed travel to the Lutherville-Timonum location. This position requires a positon split in two roles; receptionist one day of the week, mostly Mondays and as an appointment setter for 4 days of the week. If you belive this is a postion in which you would thrive and grow, then please with an uipdated resume.

salary: $40,000 - $50,000 per year

shift: First

work hours: 8:30 AM - 5 PM

education: No Degree Required

Responsibilities

+ Communicate with clients and prospects via telephone and email to schedule meetings

+ Schedule periodic meetings with clients based on predetermined schedule

+ Make meeting reminder/confirmation calls

+ Make prospect follow up calls to schedule meetings

+ Manage appointment calendar for multiple financial planners in two locations (Outlook)

+ Answer and direct calls to appropriate team members

+ Maintain industry specific client relationship software

+ Track client and prospect interactions, appointments and tasks in CRM (Redtail)

+ Assist operations department with form submission via USPS, FedEx, email and fax

+ Assist marketing department with initiatives, seminars, education events, etc

+ Greet guests

+ Prepare general correspondence

+ Prepare conference rooms for meeting

+ Open and distribute incoming mail

+ Perform general administration and support functions as required

+ Perform other duties and projects as assigned

+ Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

The essential functions of this role include:

+ working in a smoke free environment

Skills

+ Appointment Scheduling (1 year of experience is required)

+ Scheduling Appointments (1 year of experience is required)

+ Excel (1 year of experience is required)

+ Confidentiality (2 years of experience is required)

+ Multi-tasking

+ outbound calls

+ computer skills

+ phone skills

+ conference

+ confirmation calls

+ Greeting Customers

+ answering calls

+ outlook

+ CRM (2 years of experience is required)

+ MS Office

+ attention to detail

+ note taking

+ business correspondences

Qualifications

+ Years of experience: 2 years

+ Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected].

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

This posting is open for thirty (30) days.

**get in touch**

we are here to help you with your questions.

OB

**olgert bregu**

+ +1 410 ### #### (tel:+1 410 ### ####)

+ [email protected]