Appointment Setter/Receptionist
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 apply with an uipdated resume.
salary: $40,000 - $50,000 per yearshift: 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
- working in a smoke free environment
- 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
- Years of experience: 2 years
- Experience level: Experienced
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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 HRsupport@randstadusa.com.
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.