Front Desk Receptionist / Operations Assistant

Do you thrive in an organized, customer-focused office environment while managing daily tasks efficiently?  Our established financial planning firm in Phoenix, AZ is looking for a Receptionist / Operations Assistant to play a key role in running and coordinating the day-to-day operations in our fast-paced office. Our formula for success has been to put our customers first and treat them with honesty and integrity. A sharp phone presence with excellent listening skills, a love for customer service, and the ability to manage multiple tasks at one time is required to be successful in this role. Are you a strong, proactive office leader eager to share your skills and ideas? We encourage you to apply today! 

Minimum Requirements: 

• 2 years of front office reception experience 
• Strong proficiency in MS Office with a demonstrated ability to quickly learn and adapt to new software systems 
• Experience with Salesforce preferred, but not required 
• High School Diploma or equivalent 

This position requires that you possess the following skills: 

• Strong ability to prioritize tasks and manage time effectively to meet deadlines 
• Provide exceptional customer service 
• Excellent verbal and written communication skills 
• Positive and approachable contributing to a collaborative work environment 
• Self-motivated with a strong sense of initiative 
• Committed to continuous learning and staying up-to-date with industry trends 
• Excellent organizational skills with a focus on detail and accuracy 
• Demonstrated consistency in follow-through on tasks and responsibilities 
• Ability to work independently while proactively meeting both business and personal goals 

Responsibilities: 

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: 

• Answer phones and direct callers to the appropriate associate 
• Greet clients warmly and professionally 
• Address client inquiries related to administrative matters 
• Receive, sort, and distribute mail and packages 
• Assist with inventory management of office supplies 
• Perform clerical duties such as photocopying, faxing, and filing 
• Provide general administrative and clerical support 
• Maintain clean and organized reception area and conference rooms 
• Ensure accurate data entry into database/CRM 

Thank you for your interest in the Receptionist / Operations Assistant role for Strategy Financial Group, a growth-oriented, independent financial services firm located in Phoenix, Arizona. Please take a moment to explore our website www.strategyfinancialgroup.com and view the services we provide. Excited about this opportunity? We’d love to hear from you—apply today!