What are the responsibilities and job description for the Front Desk Coordinator position at Family Wealth Strategies?
About Family Wealth Strategies:
We are a dynamic Financial Planning firm dedicated to delivering exceptional client service and building long-term relationships with our prospects, clients, and team members. Our team is seeking a highly skilled and detail-oriented receptionist to join our family!
Job Summary:
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.
Responsibilities:
- Answer phones and greet clients in a friendly, warm manner
- 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
- Manage filing system
- Attend and contribute to team meetings
- Maintain the office environment in an immaculate and organized condition
- Maintain job-related/industry-specific compliance files
- Assist in organizing events, event supplies, and promotional material
- Assist in the coordination of various vendor/client events
- Develop and mail letters to clients for various purposes upon request
- Prioritize daily tasks to be proactive in time management
- General backup support for all other positions consisting of varied tasks as needed
