Job Title:

Sales Support and Front Office Administrator Location:

Lewes, DE, In-Person Employment Type:

Full-time, hourly starting at $20.00/hour

Schedule:

Full-time, standard business hours (e.g., Monday-Friday, 9:00 AM - 5:00 PM). Position Overview The Sales Support and Front Office Administrator serves as the face, voice, and operational backbone of our firm. This dual-function role combines core financial operations support with client-facing hospitality and reception management. This position requires exceptional organization, strong interpersonal skills, and absolute discretion when handling confidential client information Key Responsibilities Administrative & Operations Support Assist with client onboarding preparation by assembling welcome packets, folder materials, and intake forms. Maintain accurate client contact details, interaction notes, and task assignments within Redtail CRM. Monitor and order office supplies, postage, printing materials, and hospitality inventory to maintain operational continuity. Assist with document scanning, digital filing, and maintaining client file organization in compliance with firm record-keeping policies. Provide Administrative Support around our monthly renewal and service request support process to ensure clients are up to date, requests are placed, documents are faxed, and follow up are completed Scheduling & Calendar Coordination Manage team scheduling and client appointment setting in Redtail CRM, ensuring seamless calendar flow for advisors and team members. Confirm client meetings prior to scheduled appointments. Coordinate internal team meetings, staff lunches, and vendor appointments as needed. Front Desk Management & Client Hospitality Welcome clients and guests upon arrival with a high level of warmth, professionalism, and hospitality. Maintain the reception area, conference rooms, and client beverage/snack stations to high presentation standards. Answer incoming phone calls, address basic client inquiries, and direct callers or detailed messages to the appropriate team members. Manage incoming and outgoing mail, package deliveries, and secure document transfers (e.g., checks, sensitive financial paperwork). Ensure office supplies are stocked, orders are placed on a bi-weekly or as needed, and inventory is managed

Qualifications & Experience Experience:

2+ years of front desk, reception, or administrative support experience, preferably in professional services (financial planning, legal, accounting, or real estate).

Technology:

Proficiency in Microsoft Office apps, Outlook email, and experience with CRM systems (Redtail CRM experience is a strong plus).

Communication:

Exceptional verbal and written communication skills with a refined, professional demeanor.

Core Competencies:

High attention to detail, proactive problem-solving, strong organizational and communication skills, ability to multi-task, embraces cross-functional collaboration with a team-oriented mindset and a commitment to maintaining strict client confidentiality.

Note:

This job description is not intended to be all-inclusive. The employee may perform other related duties as assigned. About our

Company:

Dedicated Financial is a full-service financial planning firm, providing comprehensive investment advisory services, income and tax planning, insurance recommendations, and estate planning. If you are a detail, oriented person and are reading this, feel free to email christina at Dedicated Finanacial Services dot com with your resume directly for a first review. Our mission is to align our clients' assets with what matters most to them, to empower their Life Goals, Hopes, and Dreams. With offices in Lewes, DE and Hamilton, NJ, we pride ourselves on building long-term relationships based on trust and personalized financial solutions, delivering a world-class experience with world-class service.

Our Core Values Value Every Connection:

We believe in the unique beauty of every person we engage with, fostering relationships grounded in respect and integrity.

Holistic Financial Wellness:

Our Bringing Your Money to Life™ Life/Money process integrates financial planning with life coaching, so their finances can empower the life they want live and not simply accumulate.

Client-First Commitment:

We prioritize our clients' aspirations, aligning their finances with their life goals to support fulfilling, purpose-driven retirements.

Deep Understanding and Lasting Relationships:

We invest in getting to know our clients deeply, building lasting connections Our Purpose We're here to inspire our clients—and everyone we touch—to clarify and live their Life Goals, Hopes, and Dreams and align their financial resources with what truly matters. Our aim is to help clients maximize the value of their time and wealth in ways that bring enjoyment, meaning, and fulfillment. Why Work with Us?

Impactful Work:

Be part of a mission-driven team that transforms financial planning into a journey of life enrichment.

Continuous Growth:

Join a team that values learning, teamwork, and personal growth.

Collaborative Culture:

Work alongside dedicated professionals in a supportive, collaborative environment. If you're looking for a role where you can make a meaningful difference in people's lives, Dedicated Financial may be the place for you. Join us in helping clients Bring their Money to Life.

Job Type:

Full-time Schedule:

Monday to

Friday Benefits:

Health insurance Paid time off

Job Type:

Full-time Pay:

From $20.00 per hour Expected hours: No more than 40.0 per week

Benefits:

Health insurance Paid time off Application Question(s): Have you worked in financial services, insurance, banking, or medical/dental office settings before? Are you proficient in Microsoft Office and comfortable working with CRM software (for data entry and calendar management)? Describe your experience managing multi-line phone systems and directing calls to different locations.

Experience:

Receptionist:

2 years (Preferred)

Location:

Lewes, DE 19958 (Preferred)

Work Location:

In person