About this opportunity
Lincoln Investment Planning lists this Temporary Receptionist & Administrative Assistant opportunity in joliet, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Lincoln Investment Temporary Receptionist And Administrative SupportLocation: Joliet, ILPosition Overview: We are seeking a temporary receptionist and administrative support professional to provide front-office coverage and assist multiple representatives and staff members, both in the office and remotely. This role requires a high level of professionalism, strong organization, attention to detail, and a personable approach when interacting with clients and team members.Reporting Structure: This position will report to and support multiple representatives and staff members across office-based and remote work arrangements.Key ResponsibilitiesAnswer inbound phone calls, route calls appropriately, and take accurate messages.Schedule and confirm client appointments, including use of texting software such as MyRepChat.Manage calendars and coordinate appointment logistics for representatives and staff.Create future tasks for client return visits and follow-up activities.Update and maintain CRM records to document calls, messages, appointments, tasks, and client interactions.Greet clients in the lobby with professionalism, warmth, and a service-oriented mindset.Use Microsoft Office and related office tools for email, faxing, printing, basic document handling, and administrative support.Order, organize, and maintain office supplies.Carry out scanning, mailing, and other document-processing tasks as needed.Maintain a proactive approach to learning new systems, processes, and responsibilities.Stay highly organized and ensure accuracy and attention to detail in all administrative work.Required QualificationsPrior receptionist, administrative assistant, or client service experience preferred.Professional, personable, and comfortable serving as the first point of contact for clients and visitors.Strong communication skills, including the ability to take clear messages and interact effectively by phone, text, email, and in person.Comfortable using Microsoft Office, email, calendars, printers, scanners, and general office technology.Ability to learn and use CRM systems and client communication tools.Strong organizational skills with excellent attention to detail.Ability to support multiple representatives and staff members while managing competing priorities.Preferred Additional CapabilitiesAbility to create, organize, and prepare meeting materials.Experience pulling client statements and supporting basic account-related documentation.Comfort documenting case notes and client tasks within a CRM system.Basic understanding of financial statements, accounts, and client service workflows in a financial services environment.Willingness and ability to assist staff with projects as needed.Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.
Worksite address
joliet, IL, 60431, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.