Client Services - Reception and Admin

INTEGRATED FINANCIAL GROUP - 4.0

South Jordan, UT Job Details Part-time From $22 an hour 5 hours ago Benefits Paid time off 401(k) matching Qualifications Google Sheets Microsoft Excel Office activity coordination Microsoft Outlook Client inquiry handling Receptionist experience within corporate industry Executive administrative support High school diploma or GED Appointment scheduling Clean workspace maintenance Full Job Description Reception & Client Experience Greet clients, visitors, and guests promptly, warmly, and professionally. Serve as the primary point of contact at the front desk, ensuring an exceptional client experience. Answer incoming phone calls and direct inquiries to the appropriate team members. Maintain a professional, welcoming, and service-oriented atmosphere at all times. Calendar & Meeting Coordination Manage advisor calendars, including scheduling, confirming, and coordinating client meetings. Prepare meeting rooms for in-person client appointments. Ensure conference rooms are organized, stocked, and presentation-ready. Office Administration Oversee the cleanliness, appearance, and organization of all front-facing office areas, including: Reception area/lobby, kitchen, breakroom and conference rooms Ensure the office maintains a professional and polished appearance for clients and visitors. Manage incoming and outgoing mail, including USPS, FedEx, and other deliveries. Client Appreciation & Event Support Assist with the planning and execution of the firm's marketing calendar. Support client appreciation events, educational seminars, economic update lunches, webinars, and team-building activities. Assist with client gifting, including birthday, holiday and special occasion gifts.

Pay:

From $22.00 per hour Expected hours: 22.0 per week

Benefits:

401(k) matching Paid time off Application Question(s): Are you highly organized, detailed and diligent?

Education:

High school or equivalent (Preferred)

Work Location:

In person