Front Office Receptionist/Scheduler Position Available In Fulton, Georgia
Tallo's Job Summary: Sullivan & Schlieman Wealth Management, LLC seeks a Front Office Receptionist/Scheduler for their Alpharetta, GA office. Responsibilities include greeting clients, answering calls, scheduling meetings, and assisting with office tasks. Ideal for individuals with strong communication skills. Salary information not provided.
Job Description
Sullivan & Schlieman Wealth Management, LLC is hiring a Receptionist/Scheduler for our Alpharetta, GA office. We are a comprehensive wealth management firm established to serve affluent individuals and their families in an effort to plan for and achieve their financial goals.
Examples of general duties:
Greets clients and prospects in a prompt, courteous and helpful manner. Answers all incoming telephone calls made to the firm. Prepares meeting room with beverages/snacks, video conferencing, etc. Schedules all in-person meetings, zooms and phone calls for 2 advisors. Carry out opening and closing procedures. Filing and scanning of documents. Assist with customer service requests. Perform other office tasks as assigned.
