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Receptionist/Training Coordinator/Marketing Assistant

Company: Capital Strategies a MassMutual Financial Group
Location: Austin
Posted on: November 22, 2021

Job Description:

OverviewThe agency Receptionist is responsible for front desk management, agency reception, office machinery, mail room, send training invitations electronically and track attendance, and performs administrative tasks as requested. This position frequently acts as a back-up and (as time and staffing dictates) a regular support person for the. Marketing Department. This position reports to the Chief Operations Officer and is classified as a non-exempt level employee of the General Agent.ResponsibilitiesReception

  • Greet and announce agency visitors in a friendly, welcoming manner
    • Answer incoming calls and direct to appropriate party, take and deliver messages as needed, and return phone calls as needed
      • Assist with Scheduling conference rooms as needed
        • Notify Agency COO of maintenance requestsAdministration
          • Distribute incoming mail including US mail, MassMutual Pouch Mail, UPS and FAXs
            • Sign for, receive and distribute packages delivered to agency
              • Open, review and stamp mail as appropriate for Supervisory requirements
                • Open, review, stamp and comply with all incoming/outgoing mail and fax correspondence according to compliance and supervisory guidelines
                  • Post agency outgoing mail and prepare UPS packages daily
                    • Maintain office machinery and supplies including: postage meter, photocopier and fax machines
                      • Track all office supplies, maintain supply closet; advise COO when supplies needed
                        • Process basic customer service requests including client address change and form distribution
                          • Other administrative duties as neededTraining Coordinator
                            • Take direction from Training Team
                              • Manage training calendar, publish class information and facilitator and send out training class invites
                                • Develop and manage attendee tracking system
                                  • Update curriculum and class listings
                                    • Upload training recordings and presentations to SharePoint site
                                      • Assist in coordinating wholesaler or 3rd party training sessions including meeting support logisticsMarketing Assistant
                                        • Assist Marketing Department with projects as neededResults Expected
                                          • Professional and courteous disposition with agency guests and staff
                                            • Smooth operation of phone system
                                              • Ensure cleanliness of reception and break areas; ensure break room is stocked
                                                • Adherence to agency's quality standards with all calls and mail
                                                  • Office machinery maintained and with minimal downtime
                                                    • Training invitations/attendance records sent in a timely manner
                                                      • Training curriculum is kept up to date
                                                        • Marketing projects completed with accuracy and on timeMeasurement Criteria
                                                          • Feedback from staff and agents
                                                            • -- Timeliness and accuracy of completion of assigned tasksQualifications Required
                                                              • Proficiency in Microsoft 365, advanced skill in Excel
                                                                • Excellent telephone skills
                                                                  • Strong interpersonal communication, organizational and multi tasking skills
                                                                    • Must be detail oriented
                                                                      • High School Graduate
                                                                        • Office Experience helpfulJob Type: Full-timePay: $40,000.00 - $45,000.00 per yearBenefits:
                                                                          • 401(k)
                                                                          • Dental insurance
                                                                          • Health insurance
                                                                          • Health savings account
                                                                          • Life insurance
                                                                          • Paid time off
                                                                          • Referral program
                                                                          • Retirement plan
                                                                          • Vision insuranceSchedule:
                                                                            • 8 hour shiftEducation:
                                                                              • High school or equivalent (Preferred)Experience:
                                                                                • Customer service: 1 year (Preferred)Work Location: One location

Keywords: Capital Strategies a MassMutual Financial Group, Austin , Receptionist/Training Coordinator/Marketing Assistant, Advertising , Austin, Texas

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