What are the responsibilities and job description for the Front Desk Receptionist position at Wilmink Smith Cline Wealth Advisors?
Company Description
Wilmink Smith Cline Wealth Advisors is Barboursville, WV based wealth management and financial planning firm, serving clients all over the country. As a Northwestern Mutual Private Client Group, we have access to national resources, and world class solutions to serve our clients. Our mission is to partner with clients to ensure a lifetime of financial security for themselves, their families, and their businesses.
Job Description:
· Primarily responsible for greeting visitors - acting as the first point of contact for the company, ensuring positive first impression for clients and guests.
· Verifying appointments and directing them to the appropriate person or office.
· Maintaining a welcoming front office environment, clean and organized along with conference rooms.
· Basic clerical tasks: copying, filing, faxing and other administrative duties as needed.
· Answer and direct all phone calls to the appropriate rep or staff.
· Mail/package handling, supply orders and pick up/drop off if needed.
· Assists in various client service tasks, such as phone number, address, and other changes.
· Responsible for client data management, one drive, docket and filing systems.
· College Degree and customer service experience required
Competencies:
· Excellent time management and communication skills with ability to meet deadlines.
· Outlook and Microsoft Office Suite proficiencies
· Strong organizational skills and ability to multitask.
· Ability to build rapport, manage diverse personalities and create a positive customer experience.
· Ability to be flexible, adaptable and move with change.
· Trustworthiness and integrity
· Maintaining cheerful outlook, appropriate attire, and professional demeanor.
Maintaining confidentiality – protecting sensitive company information and adhering to data privacy regulations.
Job Type: Full-time
Pay: $30,000.00 - $40,000.00 per year
Benefits:
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- Monday to Friday
Ability to Commute:
- Barboursville, WV 25504 (Required)
Ability to Relocate:
- Barboursville, WV 25504: Relocate before starting work (Required)
Work Location: In person
Salary : $30,000 - $40,000