Receptionist Individual within supporting the Wealth Management Team.

Responsibilities include:

greet and assist clients and visitors to the branch, providing exceptional service create strong partnerships, cultivating relationships with clients and financial advisors, and coordinating with the operations function coordinate branch office business meetings and maintain the branch calendar carry out cash management functions, process securities and correspondence, and keep records maintain risk awareness and regulatory knowledge Your expertise ideally 3 years of relevant branch operations experience high school diploma or equivalent (college degree a plus) proven written and verbal communication skill independent, motivated, proactive and focused to take action passionate about the client experience, with strong interpersonal skills self-starter who is comfortable managing complex and evolving situations

Pay:

$22.00 - $25.00 per hour Application Question(s): Do you have prior experience working as a Receptionist/Administrative Assistant?

Language:

English (Required) Spanish (Required)

Work Location:

In person