What are the responsibilities and job description for the Receptionist/Administrative Assistant position at Retirement & Wealth Strategies?
Retirement & Wealth Strategies has been helping clients with their investment objectives, planning needs, and portfolio design since 1985. Retirement & Wealth Strategies specializes in creating retirement and wealth strategies, providing objective, unbiased advice, and delivering highly personalized quality service.
We have 3 office locations in the greater Grand Rapids area: Plainfield Township, Downtown Grand Rapids & Byron Center. We are looking for a team member who can work a rotating schedule between these locations with the Byron Center office as home base and being there M,W,F. The client relationship associate works under the direction of the team lead and is responsible for providing excellent service and support to clients and our team of financial advisors. This role is responsible for execution of administrative tasks with the purpose of delivering an exceptional client experience.
Essential Duties and Responsibilities:
- Perform general office tasks including opening and closing the office, filing, scanning, and general tidying and upkeep
- Answer incoming calls, maintain client records in CRM system, and direct information internally
- Call clients to create and confirm appointments
- Sort and process incoming and outgoing mail including company communications
- Manage email inboxes and complete follow up tasks
- Provide support to the team of financial advisors
Basic Qualifications:
- Excellent verbal, written, and interpersonal communication skills
- Proficient with Microsoft Office Suite including Word, Teams, Excel, PowerPoint, and Outlook
- Ability to prioritize competing tasks effectively and manage time in an efficient manner
- Ability to manage confidential information with discretion
Education:
- Associate’s degree in a related field (Preferred)
Experience:
- Administrative: 2 years (Required)
Language:
- English (Required)
Job Type: Full-time
Pay: $42,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Work Location: In person
Salary : $42,000