What are the responsibilities and job description for the Office Coordinator position at Family Wealth Strategies?
Receptionist Opportunity
We are seeking a highly skilled and detail-oriented Receptionist to join our team at Family Wealth Strategies. As an Office Assistant/Front Desk Receptionist, you will be responsible for providing exceptional customer service to our clients and prospects.
About the Role
This is a dynamic role that requires strong interpersonal skills, excellent communication skills, and the ability to multitask in a fast-paced environment. The ideal candidate will have a minimum of 2 years of experience working in a professional office setting and possess a high school diploma or equivalent.
Key Responsibilities
- Answer phones and greet clients in a friendly and warm manner
- Record notes from client conversations in an accurate and timely manner
- Enter and maintain databases of clients and prospects
- Manage filing systems and maintain a clean and organized workspace
Requirements
- HS Diploma or equivalent
- 2 years of experience working in a professional office setting
- Proficient skills with MS Office Suite and CRM platforms
- Strong organizational skills and attention to detail
Benefits
- Health Insurance
- 401k
- PTO
