Top Strategic Planning Executive jobs in Kennewick, WA

Pacific Crest Planning is devoted to serving our clients and communities by providing clarity and inspiring confidence in their financial future.

Summary: Pacific Crest Planning is seeking a professional and friendly individual to join our team. The ideal candidate will be the first point of contact for visitors and clients, providing a cheerful welcome, and efficient experience. This role plays a key role on our team. Responsibilities include answering phone calls, scheduling appointments, managing correspondence, and assisting with administrative tasks.

Major Responsibilities:

· Greet and welcome visitors in a courteous and professional manner

· Answer inbound calls in a timely and polite manner and efficiently direct calls to appropriate employees

· Maintain and update CRM client database

· Calendar management and coordination between multiple calendars for all office employees

· Office administrative tasks such as mail processing, meeting preparation, appointment reminder tasks

· Maintain a clean and organized reception area and organize office space

· Assist with administrative tasks such as data entry, filing, and photocopying

· Provide general administrative support to staff as required

Qualifications:

· Bright, energetic professional with outstanding communication and interpersonal skills

· Highly motivated self-starter who can work autonomously and as part of a team in a fast-paced, changing environment

· Ability to manage multiple tasks with shifting priorities and timeframes

· High level of initiative, creative thinking, decision making and problem resolution skills

· Demonstrate PC literacy and proficiency with Microsoft Office Suite (Word, Excel, Outlook)

· Excellent verbal communication skills in person and via telephone

· Excellent written communication skills via email and other forms of written business communication

· Maintain excellent attendance standards

Requirements:

· High School diploma or equivalent

· Proven experience as a receptionist or similar role is preferred

· Must be able to pass a background check

Job Type: Part-time

Pay: From $17.00 per hour

Expected hours: 30 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Morning shift

Work Location: In person