Receptionist

Receptionist

Shoemaker Financial is seeking a Receptionist. This associate creates the first impression of our firm to our clients. A successful candidate will be friendly, personable, and service-oriented. They will foster a welcoming atmosphere for our clients, both in our lobby and on phone calls.

Essential Responsibilities:

• Provide excellent customer service for all clients, advisors, and staff
• Greet clients upon arrival and connect them with the appropriate party
• Answer all incoming calls and direct the caller to the appropriate associate
• Sort all incoming mail and distribute items to individual mailboxes in a timely manner. Maintain logs for checks and policies received. Meter outgoing mail.
• Manage conference room calendars and straighten rooms between meetings
• Assist with ordering office supplies as needed
• Assist with electronic logging, signing, and filing of documents.
• Collaborate with other departments to ensure front desk coverage during planned absences
• Adhere to the highest degree of professional standards and strict client confidentiality
• Other duties as requested by management

Qualification Requirements:

• Bachelor’s Degree preferred, high school diploma accepted
• 2 years’ experience as Receptionist or Administrative Assistant
• Good work ethic and ability to handle multiple projects simultaneously
• Enthusiastic, friend personality that works well in a fast-paced, small office
• Exceptional customer service skills and professional phone manner
• Good computer skills, including Microsoft Office
• Team player that is resourceful, creative, and results-oriented
• Knowledge of financial services industry, including annuities, insurance, brokerage, and investment accounts preferred

About Our Firm
Shoemaker Financial was founded in 1978 with a vision to create a successful and dynamic financial firm for clients and associates alike. Since then, Shoemaker Financial has flourished by staying true to our mission: To enable our clients and associates to define and achieve their financial dreams and goals while building relationships that last a lifetime. Our success is also rooted in our three core values of Integrity, Trust, and
Mutual Respect. These core values are demonstrated each day by our team of over 130 driven, talented, and experienced professionals. These core values are fundamental to how we work and have contributed to our long-running accolades of National Best and Brightest Companies to Work For and locally Top Places to Work.
We pride ourselves on doing what is best for our clients, and we are committed to nurturing a professional and connected workplace.

To apply, submit your resume to our Operations Manager, Emily Knack.

Securities & Investment Advisory Services offered through Securian Financial Services. Member FINRA/SIPC.
Shoemaker Financial is independently owned and operated.

Job Type: Full-time

Pay: $37,000.00 - $42,000.00 per year

Benefits:

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

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Experience:

• Customer service: 2 years (Required)

Work Location: In person

Salary : $37,000 - $42,000