Front Desk Coordinator/Receptionist

Job Description

Title: Front Desk Coordinator/ Receptionist

Purpose: The Receptionist role is, for many people, the point of first contact and thus the face or voice of Focus Financial. This person will act as an ambassador of Focus Financial by greeting and assisting clients, prospective advisors, and guests in a welcoming and professional manner.

Essential Functions:

• Serve as the face of the company, offering prompt, friendly and professional service to those entering the office or calling in on the phone.
• Answering, screening and forwarding inbound phone calls on multi-line phone system promptly, in a professional manner.
• Communicate to the office with any email updates, monthly newsletters and important information in a timely manner.
• Upload and enter client data, forms, and documents in the electronic document management system (Docupace) on a daily basis.
• Retrieve incoming mail from mailbox and deliver outgoing mail to mailbox/UPS box. Sort mail into mailboxes according to established procedures. Using UPS website, track UPS packages to confirm delivery.
• Maintains security by following procedures and monitoring guests’ arrivals and departures.
• Keeps a safe, functioning, and clean office and office equipment by monitoring the office conditions, provide general cleaning where necessary and coordinating with property manager and/or vendors for maintenance and cleaning needs.
• Provide exceptional guest and client service.
• Perform ad-hoc administrative duties.
• Ordering and maintaining office supplies.
• Organize office events, schedule office wholesaler meetings, and monthly birthday celebrations.
• Primary liaison with property management for day-to-day maintenance requests.
• Other projects/duties as assigned.
• Recognize and suggest efficiencies where needed.

Demands in the Role

• Able to work with regular interruptions and maintain professional, positive, and friendly demeanor.
• Learn new processes and/or software applications as needed.
• Excellent communication skills.
• Effectively manage difficult or demanding clients.
• Maintain a high level of confidentiality.
• Flexible to take on new tasks and assignments.

Job Skill & Qualifications

• At least two years of training or experience in customer service and office work;
• Professional attitude and appearance;
• Excellent customer service skills;
• Interpersonal skills to create a pleasant experience for all guests;
• Great communications skills to interact clearly with guests, vendors and colleagues;
• Multitasking and time-management skills, with the ability to prioritize tasks;
• Ability to work independently;
• Ability to be resourceful and proactive when issues arise;
• High school diploma or GED;
• Keyboarding proficiency and accurate data entry;
• Proficient in Microsoft Office Suite;
• Previous document management experience.

About Focus Financial

Focus Financial is a leading independent financial advisory firm focused on providing comprehensive wealth management and financial planning services to clients since its inception in 1993.

As one of the largest independent, non-proprietary advisory firms, Focus Financial believes in providing uniquely tailored financial planning to meet each client’s needs. We’ve been ranked as one of the Twin Cities metro area’s Top 25 Asset Management Firms and one of the top 10
Certified Financial Planning firms by the Minneapolis St. Paul Business Journal*.

Large enough to provide stability, resources and a variety of services, yet small enough to provide personalized service, Focus Financial strives to provide a client-focused approach.

• Focus Financial includes over 200 advisor professionals and employees – many of whom have attained the CERTIFIED FINANCIAL PLANNER™ designation – with experience in a variety of practice areas.
• We work with our broker/dealer, Osaic Wealth Inc., to provide comprehensive, ongoing advisor oversight.
• We have experience working with a range of clients, from retirees to accumulators, employees to employers, and executives to business owners. Our advisors, working closely with other professionals where needed, address all areas of financial, business, tax, and estate planning.
• We work toward building long-term, high-trust relationships designed to help our clients achieve their goals.

Work Remotely

• No

Job Type: Full-time

Pay: $20.00 - $24.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to Commute:

• Minneapolis, MN 55426 (Required)

Work Location: In person

Salary : $20 - $24