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Financial Services Front Desk Representative
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Reynolds Wealth Management
Fort Wayne, IN (In Person)
$46,500 Salary, Full-Time
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Job Description
Financial Services Front Desk Representative Reynolds Wealth Management Fort Wayne, IN Job Details Full-time $41,000 - $52,000 a year 4 hours ago Benefits Paid time off 401(k) matching Retirement plan Qualifications Microsoft Word Microsoft Excel Microsoft Outlook Customer service Copy machines Microsoft Office High school diploma or GED Fax machines Microsoft Teams Productivity software Faxing Full Job Description We are looking for a pleasant Financial Services Front Desk Representative to undertake all receptionist and clerical duties at the desk of our main entrance at our headquarters. You will be the "face" and "phone voice" of the company for all clients and visitors and will be responsible for the first impression we make. The ideal candidate will have a friendly and easy-going personality while also being very perceptive and disciplined. A customer-oriented approach is essential. You should be able to deal with an occasional complaint and direct calls or in person inquiries to an appropriate person in our office. The goal is to make clients and visitors feel comfortable and valued while on our premises. Responsibilities Greet and welcome clients and visitors as soon as they arrive at the office Direct clients and visitors to the appropriate person and office Answer, screen and forward incoming phone calls to an appropriate person Record accurate written messages using a written template Keep the front desk tidy and presentable Ensure reception area is tidy and presentable, drink station refilled and stocked Provide basic and accurate information in-person and via phone/email Receive, sort and distribute daily mail/deliveries Maintain office security by following safety procedures and controlling access via the reception desk Order front office supplies, beverages, snacks, cleaning supplies and paper goods and keep inventory of stock Order lunches and catering as requested ( on occasion per request) Update calendars and schedule meetings per request Perform other clerical duties such as filing, photocopying, transcribing notes, faxing and occasionally check deposits Take up other duties as assigned Requirements and skills Proven work experience as a Receptionist, Front Office Representative or similar role preferably in a financial services office or law office Proficiency in Microsoft Office Suite / Teams Hands-on experience with office equipment (e.g. fax machines and printers) Professional attitude and appearance Solid written and verbal communication skills Ability to be resourceful and proactive when issues arise Excellent organizational skills Multitasking and time-management skills, with the ability to prioritize tasks Customer service attitude High school degree; Associate degree in Business Administration or additional certification in Office Management is a plus 10211 Auburn Park Dr. Fort Wayne, IN 46825 (260) 376-1000 Reynolds Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member