What are the responsibilities and job description for the Receptionist position at Foundations Investment Advisors?
Join Our Team as a Receptionist at Stonebridge Wealth Systems in Lincoln, NE!
Are you a personable and organized professional with a passion for creating exceptional client experiences? Stonebridge Wealth Systems is seeking a Receptionist to be the welcoming face and voice of our firm. In this pivotal role, you will ensure that every client interaction reflects our commitment to personalized, holistic financial planning.
Key Responsibilities:
Client Reception and Communication:
- Greet clients and visitors warmly, ensuring a positive and professional first impression.
- Manage incoming calls with professionalism, directing inquiries to the appropriate team members.
- Coordinate appointment scheduling and maintain the office calendar efficiently.
Administrative Support:
- Handle incoming and outgoing mail and packages, ensuring timely distribution.
- Assist with document preparation, data entry, and maintaining organized records.
- Manage office supplies inventory and place orders as needed to ensure a well-equipped workspace.
Office Environment Management:
- Maintain a clean, organized, and welcoming reception area that reflects our brand values.
- Coordinate with facilities management for any office maintenance needs.
Qualifications:
- High school diploma or equivalent; associate degree or relevant certification is a plus.
- Proven experience in a receptionist, administrative assistant, or customer service role.
- Exceptional verbal and written communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with office equipment.
- Strong organizational skills with the ability to multitask effectively.
- Professional appearance and demeanor, embodying the values of Stonebridge Wealth Systems.
Why Stonebridge Wealth Systems?
At Stonebridge Wealth Systems, we prioritize people and values over generic plans. Our mission is to guide clients across the bridge from uncertainty to independence, crafting customized financial plans aligned with their unique dreams. As the Director of First Impressions, you will play a crucial role in embodying this mission, ensuring that every client feels valued and supported from their very first interaction.
If you are a proactive individual with a passion for excellence in client service, we invite you to apply and become an integral part of our dedicated team.
Job Type: Full-time
Pay: $18.00 - $22.00 per hour
Benefits:
- 401(k)
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Commute:
- Lincoln, NE 68516 (Required)
Work Location: In person
Salary : $18 - $22
