I work for financial advisors. I was hired as "help" in answering the phones and other receptionist duties. I have been doing this for over a year. I have moved into the Client Associate role, but am still viewed as " just the receptionist.".
I have asked and suggested to receive more tasks to help out the other assistans in the office. I'm given other duties and yes at times the other duties are more meaningful than others, but at the end of the day I'm still viewed as the receptionist.
I'm told to be proactive, but how can I be proactive if I don't know what needs to be done? In my office, I sit in the front. We have a door that leads to the advisors offices and that is where the " other" assistants desks are. Since I'm upfront and can't hear what goes on in the back I'm left not knowing what other things I can learn to help out more.
I have asked if I can take a desk in the back with the more seesoned assistants, but I was told "NO" because I'm the point of contact when a client should come in.
I'm eager to learn more and take on more responsibility, but the advisors don't want to give me complex tasks because I have never done anything more than basic front office duties.