Front Desk Receptionist/Admin Assistant


Posted Date 6/21/2022

Independent Wealth Management and Financial Planning Firm is seeking a people person who can lend their front desk/reception experience and administrative skills to a top Financial Advisor and their team.

About Us:
We do things differently because we take pride in standing out when it comes to customer service. Helping people retire and stay retired is what we do all day long, and we are looking for someone who wants to be a part of that.

Because we are a small firm, every member of the team makes a large impact on the lives of our clients and the organization itself. We believe working collaboratively, providing the highest level of customer service, and doing the right thing inevitably results in happy, loyal clients – and has also led to our success as one of the leading independent firms in the area.

About You:
You have a relationship building personality and are a highly detail-oriented, organized team player who isn’t afraid of challenge or change. You are comfortable working with people who have differing views or values, and believe personal freedoms are important. You learn quickly and take pride in providing a high level of customer service. You have strong follow through, you’re reliable, and have an exceptional work ethic.

About the Position:
You will be part of a two-person team in a hybrid front desk/administrative position. You will be responsible for front desk duties for half the day, and administrative tasks during the other half.

Required Experience & Qualifications:
- 2+ years of front desk/reception
- Exceptional organizational skills
- Attention to detail (this is a MUST!)
- Strong project management skills and follow through
- Have a warm and engaging communication style
- Proficiency with MS Office Suite (Word, Excel, PowerPoint, Outlook, Teams)
- Experience managing a busy, ever-changing calendar
- Ability to prioritize workload, identifying urgent vs. important tasks
- Strong work ethic and desire to stay busy

Example of Responsibilities (including, but not limited to):
- Answer phones in a warm, friendly manner
- Assist with copying, scanning, faxing, etc.
- Pull client files for meetings or servicing
- Greet guests and clients in a professional manner
- Keep client areas clean and well stocked
- Track inventory of office supplies
- General upkeep of office
- Run errands as necessary
- Assist advisor or back office team with follow ups or updates to client
- Assist marketing coordinator with any outgoing mail or projects
- Update office calendar with advisor’s travel information
- Special projects as assigned

To apply, please send us your cover letter and resume, and include your favorite quote. All candidates must submit a resume to be considered for this position.

Qualified applicants must complete a pre-interview via email, a phone interview and a job fit assessment prior to interviewing with our team. These are mandatory steps in our hiring process. Candidates selected for employment must be able to pass a criminal background check and will be fingerprinted. A credit check will also be conducted.

Compensation & Benefits:
· Compensation: DOE
· Performance Bonus Opportunities
· Simple IRA + Employer Match
· Health Insurance + Dental + Vision
· Sick Leave
· Paid Time Off
· Professional Development Assistance

8:00 a.m. to 5:00 p.m. (1 hour lunch); 2-4 evenings a month and occasional weekend events.

Salary40000.00 - 60000.00 Annual
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