Front Office Associate at Nicholas Pension Consultants

Rancho Cordova, California, United States -

Full Time

Start Date

Immediate

Expiry Date

11 May, 26

Salary

0.0

Posted On

10 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication, Organization, Clerical Support, Document Preparation, Email Management, Phone Handling, Mail Management, Report Creation, Team Collaboration, Time Management, Professionalism, Attention to Detail, CRM Utilization, Administrative Support, Project Assistance

Industry

Financial Services

Description

Description This position provides the first impression of our company and is responsible for a wide variety of duties. The primary function is to warmly receive all clients, vendors & staff members, and to ensure all inquiries are handled in a friendly and professional manner. This primarily includes phone & email questions along with the occasional office visitor. This position would also include organizing and scanning the incoming mail and shipping numerous packages via our carrier service, in addition to special projects ranging from document preparation to marketing, as allocated by senior management. This is a full-time position between the hours of 8:00 am - 5:00 pm Monday through Friday. Requirements General Duties · Answer and address incoming phone calls in a timely, friendly and professional manner. Always answer with a smile, both internally and externally. · Forward calls to the appropriate team member, in a friendly and professional manner. · Take and deliver messages accurately and completely through email or other messaging programs. · Manage incoming mail by sorting, scanning and distributing mail to the proper staff member both physically and through email. · Manage outgoing mail through USPS, UPS or any other courier delivery. · Sort through fax file and email to appropriate team member. · Create and distribute weekly reports to entire staff through email. · Sort, scan, and save monthly trust statements. · Keep reception area, lobby, kitchen, work room and conference rooms clean and neat. Other Clerical and Administrator Support · Utilize Pension Pro or other CRM to track important phone calls, emails and other various tasks as assigned. · May help with various executive projects for the Senior Management Team. · Other duties may include document, administration, or accounting projects as assigned by management. Please note that the above list is not a complete list of duties. Additional duties may be added at any time at the discretion of management. Benefits: We offer good compensation, an excellent bonus program, 401(k) plan with employer contributions, health, dental, vision, life, long-term disability insurance, paid vacation, sick pay, and more. Who We Are: Nicholas Pension Consultants, a privately held Third Party Administrator pension and consulting firm, is headquartered in Rancho Cordova, CA. We currently administer approximately 4,000 retirement plans and employ over 80 employees, with hundreds of years of combined experience. Our growth has resulted in recognition by INC 5000, as one of the fastest growing companies in America. We purchased and remodeled our office building, including a recreation/exercise room, in order to create a comfortable and permanent home for our staff and our positive and focused team of employees enjoys occasional off-site events and community service projects together. A great opportunity exists at NPC for advancement over time, which can evolve into an enriched, long-term career at NPC. Visit our website at www.nicholaspension.comand reference the following videos to learn more about our company TPC Cycle, NPC Staff, Summer Party, & NPC Games. - TPA Cycle: https://nicholaspension.com/tpa-cycle-video/ - NPC Staff: https://nicholaspension.com/npc-staff-video/ - Summer Party 2021: https://nicholaspension.com/rafting-video/ - NPC Games: https://nicholaspension.com/npc-games/

Responsibilities

The Front Office Associate is responsible for warmly receiving clients, vendors, and staff, handling inquiries professionally, and managing incoming and outgoing mail. Additional duties include organizing documents and assisting with various projects as assigned by senior management.