Branch Receptionist

This position is onsite in Tallahassee, FL and requires weekly in-office work. Gabor Financial Solutions, now part of Lincoln Investment, has provided insurance and financial products to Florida public university and college employees for over 75 years. Lincoln Investment is an independent broker-dealer and registered investment advisor with about 1,000 financial professionals nationwide, serving over 310,000 clients and managing over $60 billion in assets.

About the role

As the first point of contact for incoming clients and callers, you will assist with basic inquiries, direct complex questions to the appropriate associates, and provide additional support to the operational team.

Responsibilities

• Answer incoming calls timely and professionally, distributing them to associates as needed.
• Greet and assist walk-in clients in a professional and pleasant manner.
• Process and distribute all incoming and outgoing mail.
• Maintain conference rooms and meeting spaces.
• Keep office refreshments stocked and order supplies when needed.
• Carry out daily closing checklist tasks.
• Assist office staff with projects as directed by your supervisor.
• Scan necessary mail or other documents.
• Comply with all federal, state, and insurance regulations relevant to the position.
• Perform other duties as assigned.

Requirements

• High school diploma required; BA or BS preferred.
• Minimum of 3-5 years of customer service experience.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office product suite.

Physical/Other Requirements

• May sit at a workstation for extended periods of time.
• May view a computer screen for extended periods of time.
• Periods of fast pace are normal, particularly when working to meet deadlines.