What are the responsibilities and job description for the Front Desk Coordinator position at Family Wealth Strategies?
Job Summary:
We are seeking a highly skilled and detail-oriented Front Desk Coordinator to join our team at Family Wealth Strategies.
The ideal candidate will possess excellent communication skills, a warm and friendly demeanor, and the ability to multitask in a fast-paced environment.
This is an exciting opportunity for someone who is passionate about delivering exceptional client service and contributing to the success of our firm.
About Us:
Family Wealth Strategies is a dynamic Financial Planning firm located in Prospect, KY. We pride ourselves on providing personalized service to our clients and building long-lasting relationships with them.
Responsibilities:
- Answer phones and greet clients in a professional manner
- Manage calendars, databases, and filing systems
- Ensure vendor supplies are stocked for client meetings
- Record notes from client conversations in an accurate manner
- Enter and maintain databases of clients and prospects
Requirements:
- High School Diploma required; 2 years of experience preferred
- Excellent communication and interpersonal skills
- Proficient in MS Office Suite and CRM platforms
- Industry experience preferred but not required
