What are the responsibilities and job description for the Office Assistant / Front Desk Receptionist position at Family Wealth Strategies?
Office Assistant / Front Desk Receptionist
Are you dependable and highly detail-oriented with great interpersonal skills and a passion for client satisfaction? If you are looking for career satisfaction with a dynamic company, we have the opportunity for you!
Our successful Financial Planning firm, Family Wealth Strategies (Prospect, KY) is seeking a receptionist 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.
Minimum Requirements :
- HS Diploma
- 2 years of experience working in a professional office and fast-paced environment
- Proficient skills with MS Office Suite Comfortable and familiar with CRM platforms
- Industry experience preferred, but not required
- This position requires you to 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 :
Salary :
Benefits :
Hours :
Presented by Advisor Employee Services Thank you for your interest in the Receptionist role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $30,000 - $40,000
