Job Description

Job Location CFI Main Campus - Milwaukee, WI 53233 Position Type Full Time Education Level High School Diploma, HSED or GED Travel Percentage None Job Category Customer Service

Job Purpose The Receptionist serves as the first point of contact for visitors and clients, providing a welcoming and professional environment. This role is responsible for managing front desk operations, handling incoming calls and correspondence, and supporting administrative functions to ensure the smooth and efficient operation of the organization.
Essential Job Functions:

(Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.)

• Provides customer service such as greetings, check-in, and directing all individuals who entered and left the building as needed.
• Answers the Agency switchboard on time and direct calls appropriately; checks voicemail and returns calls and/or forwards voicemails received regularly.
• Assists in maintaining ongoing security in the Lobby and monitors security cameras.
• Assists with deliveries to the agency and distributes/prepares mail daily.
• Prevents the entry of unauthorized people and prohibited articles into restricted areas.
• Assists in facilitating emergency procedures and emergency drills.
• Maintains the confidentiality of sensitive client or staff information.
• Checks in, collects and documents insurance and payment information, schedules appointments, and places reminder calls for clients.
• Collects, scans, and enters data in the computer system pertaining to identification cards, insurance cards, consents, and other paperwork.
• Coordinates scheduling with internal and external professionals of their consumers’ appointments.
• Other duties as assigned.

Qualifications

Required Education, Experience, Certifications, Licensure and Credentials: (Where appropriate, education and/or experience may be substituted)
Minimum

Required Education High School Diploma or equivalent
Minimum Required Experience Two years of experience in general office/receptionist work operating a phone system in a high-traffic environment.
Required License – Certification – Registration:

Issued By Governing Body (if applicable): N/A
Travel Type: None
Required Valid Driver’s License: Valid driver’s license
Required Auto Insurance Vehicle liability insurance in accordance with Agency policy
Knowledge, Skills, & Abilities:

• Ability to respond calmly to urgent or emergency situations.
• Ability to de-escalate visitors who may be angry and/or aggressive.
• Ability to follow procedures and consistently demonstrate professionalism.
• Ability to solve problems and think critically to resolve unexpected issues/concerns and leverage available resources for that resolution.
• Maintains confidential information and discretion.
• Ability to work individually and in a team setting.
• Must be familiar with Microsoft Office, such as Word, Outlook, Teams, and Excel.
• Organizes and uses time efficiently and effectively.
• Take responsibility for the quality and timeliness of work and achieve results with little oversight.
• Ability to perform well in a fast-paced work environment.
• Reports to work as scheduled, follows call-in, and approval procedures for time off.
• Adheres to all workplace and safety laws, regulations, standards, and practices.

Physical Requirements, Visual Acuity, and Work Conditions:

Physical Requirements Frequently communicates in person and by phone with clients, family members, and community visitors. Must be able to remain in a stationary position (sitting or standing) for extended periods. Occasionally lifts or moves materials up to 25 pounds. May require travel across agency campuses or between departments.
Visual Acuity: The worker is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal. Visual and auditory acuity is required to monitor client interactions, signage, and security alerts.
Working Conditions: The worker is not substantially exposed to adverse environmental conditions. This role requires in-person presence at the agency’s main site or designated facility. May occasionally support early morning or evening events, site tours, or special programming.