Receptionist And Office Assistant
Planning With Purpose, Inc
- Lynnwood, WA
- Permanent
- Full-time
- Answer phones and direct callers to the appropriate person or service. This will take a concentrated effort to learn our process and what services we offer in order to successfully manage incoming calls. Promptly organizing, returning, and handing off messages is one the highest functions of this position.
- Engage with clients with excellent customer service skills. Welcoming clients, setting the tone of the firm, and serving initial client needs is very important to a client's first impression - you will be the face of the firm.
- Administrative tasks and responsibilities will include preparing client work product, reviewing office work before it leaves the office, organizing and preparing the office for client meetings, managing, appropriately categorizing, scanning, and organizing all incoming mail.
- Using multiple software programs, including Microsoft office (word, basic excel, outlook, etc), MailChimp, client CRM, and more. Must already possess strong Microsoft office skills and use a computer confidently.
- Must report to office - not a remote job
- Must dress professionally, this work is at a law office
- Must have reliable transportation
- Take the initiative to finish tasks responsibly and able to work independently
- Must possess excellent project management skills, communication skills, and a strong work ethic
We are a law office that creates personalized and strategic plans to protect wealth and family values for generations. See more about our culture, benefits, and next steps at https://planningwithpurposeinc.com/joinourteam.