What are the responsibilities and job description for the Administrative Receptionist position at Family Wealth Strategies?
Overview:
FWS is a fast-paced Financial Planning firm seeking a highly motivated and organized receptionist to join our team. As a key member of our family, you will play a vital role in ensuring clients receive exceptional service and support.
Responsibilities and Expectations:
- Provide top-notch customer service to clients and team members
- Manage calendars, databases, and filing systems
- Record client interactions and maintain accurate records
- Ensure vendor supplies are stocked for client meetings
- Assist in organizing events, event supplies, and promotional material
- Develop and mail letters to clients for various purposes upon request
- Prioritize daily tasks to be proactive in time management
Requirements:
- At least 2 years of office/administrative experience
- Proficient skills with MS Office Suite
- Industry experience preferred, but not required
