What are the responsibilities and job description for the Receptionist/Office Assistant position at Elevant Wealth?
If you are looking for a career with a dynamic and growing company, we have the opportunity for you! Our successful financial planning firm in Twin Falls, ID is seeking a Receptionist/Office Assistant to ensure smooth day-to-day operations while providing superior customer service to the firm's prospects, clients, and team members. The ideal candidate will have at least 2 years of office/administrative experience and be able to perform general tasks such as handling calls, calendar and database management and welcoming clients to the office. This team member will be instrumental in ensuring clients have the most memorable, positive experience. This team member will also assist in mail intake, check processing and maintaining the office space.
Minimum Requirements:
- HS Diploma
- 2 years of experience working in a professional office & fast-paced environment
- Proficient skills with MS Office Suite
- Comfortable and familiar with CRM platforms
- Industry experience preferred, but not required
This position requires that you possess the following skills:
- Strong organizational skills and strong attention to detail
- Proficient with filing, phone systems, faxing and scanners
- Excellent communication skills both verbal and written
- Calendar management
- Polished interpersonal and presentation competencies
- Exceptional phone skills
- Sincere and caring attitude
- Provide outstanding client service
- Thrive in a "time sensitive" environment and adaptable to changes without affecting the quality of work
Responsibilities:
This position will assist the Team in maintaining exceptional customer service to help exceed client and regulatory expectations by following day to day tasks such as:
- Answer phones & greet clients in a friendly, warm manner
- Ensure vendor supplies and "extras" (drinks, snacks for clients) are stocked
- Record notes from client conversation in an accurate manner into CRM system
- Enter and maintain database of clients and prospects
- Manage filing system
- Attend and contribute to team meetings
- Maintain the office environment in immaculate and organized condition
- Maintain job-related/industry specific compliance files
- Develop and mail letters to clients for various purposes upon request
- Prioritize daily tasks to be proactive in time management
- General back up Support for all other positions consisting of varied tasks as needed
Job Type: Full-time
Pay: $14.00 - $18.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Application Question(s):
- Can you pass a background check?
Education:
- High school or equivalent (Required)
Experience:
- Microsoft Office including Microsoft Excel: 1 year (Required)
Language:
- Spanish (Preferred)
Work Location: In person
Salary : $14 - $18