What are the responsibilities and job description for the Secretary position at Caliber Wealth Management?
Overview:
We are seeking a friendly and professional Front Desk Assistant to join our family owned finanical firm. As an Front Desk Assistant, you will be the first point of contact for our clients and will provide exceptional customer service to ensure a positive experience. This is a great opportunity for individuals with excellent communication skills and a passion for customer service to thrive in a dynamic and fast-paced environment.
Duties:
- Greet and welcome clients upon arrival with a warm and friendly demeanor
- Seat clients for meetings and appointments
- Answer phone calls, respond to inquiries, schedule appointments and complete administrative tasks
- Handle client requests/admin tasks promptly and effectively
- Assist with meetings, scheduling appointments, and assistant tasks to the finanical advisors
- Collaborate with other within departments within the firm
- Maintain a clean and organized front desk area
Skills:
- Excellent phone etiquette and knowledge of phone systems
- Strong attention to detail and ability to multitask effectively
- Exceptional client relations skills with a focus on providing outstanding customer service
- Previous experience in financial industry or administrative assistant is preferred
- Proficient in using computer systems for scheduling, calling, and administrative tasks
- Ability to handle check deposits efficently
- Strong problem-solving skills and ability to remain calm under pressure
Join our financial firm as an front desk assistant where your skills in customer service will shine. Apply now!
Job Type: Part-time
Pay: $10.00 - $13.00 per hour
Schedule:
- 8 hour shift
Application Question(s):
- Please submit a cover letter along with your resume for review.
Experience:
- Customer service: 1 year (Preferred)
Ability to Relocate:
- Amarillo, TX 79102: Relocate before starting work (Required)
Work Location: In person
Salary : $10 - $13