Job Description
Type: Part Time
Tuesday-Thursday 9:00am to 5:00pm
Industry: Financial
Location: Naperville, IL
Job Role
SIS Financial Group is a financial services firm dedicated to providing tailored wealth management solutions. Our mission is rooted in delivering excellence, integrity, and personalized service to help our clients achieve their financial goals. This role is integral to ensuring smooth operations in both the office and client-facing environments, particularly during seminars and client interactions.
Job Responsibilities
Greet clients, visitors, and vendors, ensuring a welcoming atmosphere.
Answer and direct phone calls, providing accurate information as needed.
Placing prospecting calls to identify potential clients.
Sort and distribute daily mail, packages, and couriers.
Maintain and update calendars for executives and other team members.
Perform clerical duties such as filing, photocopying, collating, etc.
Coordinate and manage seminar guest’s check-ins, and post-seminar follow-ups.
Handle data entry for seminar attendees and manage appointment confirmations.
Maintain office supplies inventory and place orders as needed.
Support team efficiency by taking on additional tasks as needed.
Requirements
2+ years of experience in reception or administrative roles
Strong written and verbal communication skills
Warm and friendly personality
Professional communication skills and a client-first attitude.
Attention to detail and ability to multi-task
Pay: $21.00 - $24.00 per hour
Benefits:
On-the-job training
Professional development assistance
Experience:
admin or receptionist: 2 years (Required)
Work Location: In person
Tuesday-Thursday 9:00am to 5:00pm
Industry: Financial
Location: Naperville, IL
Job Role
SIS Financial Group is a financial services firm dedicated to providing tailored wealth management solutions. Our mission is rooted in delivering excellence, integrity, and personalized service to help our clients achieve their financial goals. This role is integral to ensuring smooth operations in both the office and client-facing environments, particularly during seminars and client interactions.
Job Responsibilities
Greet clients, visitors, and vendors, ensuring a welcoming atmosphere.
Answer and direct phone calls, providing accurate information as needed.
Placing prospecting calls to identify potential clients.
Sort and distribute daily mail, packages, and couriers.
Maintain and update calendars for executives and other team members.
Perform clerical duties such as filing, photocopying, collating, etc.
Coordinate and manage seminar guest’s check-ins, and post-seminar follow-ups.
Handle data entry for seminar attendees and manage appointment confirmations.
Maintain office supplies inventory and place orders as needed.
Support team efficiency by taking on additional tasks as needed.
Requirements
2+ years of experience in reception or administrative roles
Strong written and verbal communication skills
Warm and friendly personality
Professional communication skills and a client-first attitude.
Attention to detail and ability to multi-task
Pay: $21.00 - $24.00 per hour
Benefits:
On-the-job training
Professional development assistance
Experience:
admin or receptionist: 2 years (Required)
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Client Experience Coordinator position is now open for candidates interested in the Customer Care Executive sector. This role in Naperville offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Customer Care Executive is a plus.
