It is time to explore new challenges in your career. Retirement Resource is an independent, privately-owned, financial services company in West Fargo, ND. We are looking to add a receptionist to our team.

Our Investments in You:

· PTO

· Simple IRA Retirement Plan

· Paid Holidays including Birthday

The Expertise We’re Looking For:

· Prior Reception/Administrative Experience (Required)

· Proficiency with Microsoft Office suite, including Excel (Required)

· High school degree (Required)

· Prior Experience Working in Financial Advisory Industry (Preferred)

Key Traits of a Successful Receptionist:

· Able to communicate verbally and in writing

· Able to learn and adapt to changes

What You Will Be Responsible For:

· Greet consumers on the phone and in person with a warm and welcoming approach

· Set and confirm calendar appointments

· Answer incoming calls and transfer all calls to the appropriate personnel

· Answer general inquiries and client questions

· Prepare and deliver client birthday / anniversary recognition and appreciation letters and gifts

· Client birthday and anniversary callouts

· Assist in coordination of client appreciation events

· Enter client information into the CRM system

· Assemble appointment binders

· Build strong client relationships

· Onboard clients

· Maintain office supplies

· Perform other clerical duties such as filing, photocopying, collating, faxing etc.

· Maintain and organize office files and documentation

· All other duties as assigned

Pay: $18-20/hr

Check out our website: https://www.retirementresourcend.com

If you feel like we would be a good fit for each other, apply now!

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Benefits:

• Paid time off
• Retirement plan

Schedule:

• Day shift
• Monday to Friday

Application Question(s):

• Please include at least two professional references with your resume/application.

Education:

• High school or equivalent (Required)

Experience:

• Administrative/Reception: 2 years (Required)

Ability to Commute:

• West Fargo, ND 58078 (Required)

Ability to Relocate:

• West Fargo, ND 58078: Relocate before starting work (Required)

Work Location: In person