What are the responsibilities and job description for the Office Support Specialist position at Family Wealth Strategies?
About Us:
We are a reputable Financial Planning firm, committed to providing exceptional client service and fostering strong relationships with our prospects, clients, and team members. Our team is seeking a skilled receptionist to join our family!
Key Responsibilities:
- Handling phone calls and greeting clients in a professional manner
- Managing calendars, databases, and filing systems
- Recording client interactions and maintaining accurate records
- Ensuring vendor supplies are stocked for client meetings
- Providing excellent customer service and support to clients and team members
Benefits:
- Health Insurance
- 401k
- PTO
Work Schedule:
- Monday - Friday: 8:00 am – 5:00 pm
