We are a Financial Services Office that provides Financial Planning, Retirement Planning, Pensions, Investments, Life, Health, Disability Insurance, Education Planning & Tax saving strategies to our clients. We are looking for a Receptionist who has past experience working for a financial services firm. Primary responsibilities will include direct client contact with new and existing clients. The ideal candidate will be energetic, have good communication skills, detailed oriented, organized and possess excellent phone skills. Please only those with experience in the financial services industry need apply.

REQUIREMENTS

• Greets clients & guests in our office.
• Answers incoming client service calls & provides service for financial planning, investment & insurance products.
• Coordinate with Administrative Assistants and Financial Advisors regarding client service needs.
• Ongoing maintenance of filing client files, both paper and electronically.
• Keep track of office supplies and reordering.
• Responsible for dropping off outgoing mail to the Post Office, UPS and FedEx.
• Track all outgoing packages to assure they reached their destination.
• Maintain day to day general office appearance.
• Discusses problems with the Financial Advisor- Keeps the Advisor apprised of any issues.
• Proficiency in Microsoft Excel, Word & Power Point.

Pay:

$40,000.00 - $80,000.00 per year

Benefits:

Paid time off

Work Location:

In person