What are the responsibilities and job description for the Receptionist position at Magellan Financial & Insurance Services, Inc.?
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 :
Office Environment Management :
Qualifications :
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.