What are the responsibilities and job description for the Greeter position at SWMG, LLC?
Title: Greeter / Director of First Impressions
Job Details
Time: Part -Time Position with expected 28 hours per week.
Pay: $15 to 20 per hour
Dress Code: Business Professional
Hours: Monday 8:00am to 5pm, Tuesday through Thursday 7:30am to 12pm, and Friday 8am to 4pm
Join Our Team as a Greeter / Director of First Impressions!
Strittmatter Wealth Group, a fast-growing financial planning and investment firm, is seeking a warm, personable, and detail-oriented Greeter / Director of First Impressions to be the welcoming face of our firm. The ideal candidate embodies professionalism, integrity, and a client-first mindset, ensuring every visitor feels valued and at ease from the moment they arrive.
This role is perfect for an individual looking to stay active in a professional setting while maintaining a flexible schedule. As the first point of contact for clients and guests, you will play a key role in creating a positive and professional experience. The position is based in a formal business environment with part-time hours, providing an opportunity to contribute meaningfully without the demands of a full-time role.
Why Strittmatter? Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. For more information about our firm visit stritttmatterwealth.com. We look forward to meeting you!
Job Duties and Responsibilities
- Greet clients and visitors in a courteous, professional manner, ensuring they feel welcomed and valued.
- Answer phone calls, direct inquiries, and take messages with attention to detail and professionalism.
- Manage visitor check-ins and appointments, ensuring seamless operations.
- Maintain an organized, professional front desk environment that aligns with company standards.
- Provide accurate information about Strittmatter Wealth Group and direct clients to appropriate staff members.
- Assist with administrative duties, including scheduling meetings and coordinating conference room usage.
- Adhere to security protocols, ensuring all visitors are signed in and properly authorized to enter.
- Support general office operations and assist staff with basic tasks as needed.
Job Requirements:
- High school diploma or GED required
Minimum 10 years' experience as a receptionist, administrative assistant or equivalent in a professional setting
- Proficient in Microsoft Office & Windows (Word, Excel, Outlook) and Adobe Acrobat
Experience using Client Relationship Management (CRM) software
- Three (3) professional references
Skills Necessary:
- Very personable and inviting. We want the clients to feel welcome and appreciated.
- Strong attention to detail with the ability to work independently while embracing team collaboration
- Strong phone skills
- Demonstrate superior customer service at all times
- Displays exemplary professional communication skills (verbal and written)
- Commitment to provide high-quality work both to internal and external partners
- Must be professional, courteous and dependable
- Strong interpersonal and relationship building skills
Software used:
- Outlook email
- Redtail CRM
- Microsoft Office (Word/ Excel/ PowerPoint)
- Microsoft Teams
- Industry specific software (Morningstar, eMoney and Pershing 360)
Mission Statement:
- To enrich, educate and advance our client's lives by providing quality investment and planning advice
- Provide the best in class total wealth management services and experience
- To uphold our fiduciary promise by putting our client's interest above our own
Company Values:
To Learn more about our company values, go to https://strittmatterwealth.com/about/our-values/
Why Strittmatter Brochure:
To learn more about what Strittmatter has to offer, download our Why Strittmatter For My Career Brochure at: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://strittmatterwealth.com/wp-content/uploads/2024/06/WHY-SWMG-Careers-web_compressed.pdf
We look forward to meeting you!
Salary : $15 - $20
