Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.

We are helping our client in Stamford, hire a Front Desk Lead/Administrative Support position.

General Responsibilities:

The responsibility of the Front Desk Lead/Administrative Support position is to serve as the primary contact for clients and assist with work as needed. Specific responsibilities include but will not be limited to:

· Greet visitors and direct them appropriately

· Answer, screen and record telephone calls

· Maintain telephone system and agency directory

· Train new personnel on how to use the phone system

· Process incoming and outgoing mail; deliver outgoing mail to Post Office

· Maintain the reception area

· Make copies, send and distribute faxes and maintain copy and fax machines

· Maintain inventory and order office supplies as needed

· Answer basic policy owner/policy benefit questions

· Act as administrative support for financial representatives/staff as needed

· Complete and/or assist with projects as assigned by the Office Manager/Director of Operations

· Cross-train in other support roles

Qualifications:

It is recommended that the Administrative Support position have the following qualifications:

· Basic computer and Microsoft Office experience

· Multi-line phone experience preferred

· Filing skills

· Customer service experience strongly preferred

· Ability to handle detailed work with high degree of accuracy

· Excellent interpersonal skills

· Experience in problem-solving

· High level of organizational skills

· Excellent written and oral communication skills

· Professional office skills

· Ability to take independent action to make sound decisions

· Ability to multi-task

· Ability to be flexible and open-minded.

Salary: 40-50k

Lead-Advisor, LLC is a Wealth Management Consulting and Search Firm. We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs. We help wealth management professionals upgrade their careers and find new opportunities.

For more information or additional career resources, please visit www.lead-advisor.com.

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• Paid time off

Schedule:

• Day shift

Work Location: In person