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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:
Schedule:
Application Question(s):
Education:
Experience:
Ability to Commute:
Ability to Relocate:
Work Location: In person
Full Time
$37k-45k (estimate)
04/28/2024
05/13/2024
retirementgroup.net
Auburn, MA
<25
The following is the career advancement route for Receptionist positions, which can be used as a reference in future career path planning. As a Receptionist, it can be promoted into senior positions as a Receptionist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Receptionist. You can explore the career advancement for a Receptionist below and select your interested title to get hiring information.