11/27/2022
Kramer & Kramer – Surprise, AZ
Job description
Kramer & Kramer has been in business for over 50 years, we're a small family business. This is why we treat our clients like family, you build relationships with clients and grow to know and love them. Our company motto is: "Let our Family, help your Family, When you need us the most!"
Kramer & Kramer is a dual company, we have two businesses under our name, one for Legal Document Preparation and the other for Retirement Services and Investments.
As our receptionist, you are going to learn the ins and outs of Retirement Planning.
Experience in these fields is a plus.
Full Job Description:
**THIS IS NOT A REMOTE POSITION, ATTENDANCE IN THE OFFICE MON-FRIDAY DURING BUSINESS HOURS IS REQUIRED**
Monday - Friday 8:30am - 4:30pm
PURPOSE: To establish and maintain the highest level of standards including hospitality and welcoming service to potential and current clients, their families and outside agencies. Providing the first impression of the Kramer & Kramer experience. To maintain and organize a proficient and clean office/lobby space including but not limited to copying, filing, sorting, and the ordering of supplies. Offer the clients whatever we have available such as coffee, tea, hot coco, water, soda, chips, sweets, etc. Direct clients to their meetings. Welcome/Farewell Greetings to clients. Scan in all relevant documentation for client meetings into client portfolio.
Essential Function
• Schedules client and company meetings
• Answers telephone, takes inquiries or messages using good telephone technique.
• Receives referrals and inquiries on the services of this company and successfully converts inquiries into appointments.
• Direct Clients to correct employee for meetings.
• Maintains documentation of client records in software system and ensures current and complete personnel records for all clients
• Communicates continually with associates and clients to evaluate service.
• Responds promptly and courteously to all clients’ calls.
• Keeping appointments on time
• Light housekeeping such as maintaining front lobby, cleaning coffee cups, emptying shredder
• Data Entry
• Reply to client emails, texts and messages
• Knowledge of Word, computers, internet, email necessary
• Basic office Equipment knowledge necessary such as copy machine, scanner, hole punch, shredder
• Open and close procedures such as lights, music, coffee,
• Ensuring appointments are confirmed
• Ensuring work is ready for the next day
• Receive & Sort company mail
• Friendly, sociable, outgoing, professional appearance, fast learning and able to think on your feet.
• Must love working with families and senior citizens. Minimum wage to start. Opportunity to be promoted.
• Able to work independently, demonstrating sound judgment.
Qualifications:
• Telephone Communications Experience (Required)
• Strong Communication Skills (Required)
• Experience in the field is a (Plus)
• Customer Service Experience (Preferred)
• Microsoft Office: 1 year (Preferred)
• Administrative experience: 1 year (Preferred)
Job Type: Full-time
Salary: $12.80 - $15.00 per hour
Schedule:
• 8 hour shift
• Day shift
• Monday to Friday
Ability to commute/relocate:
• Surprise, AZ 85378: Reliably commute or planning to relocate before starting work (Required)
Experience:
• Customer service: 1 year (Preferred)
Work Location: One location
