Front Desk / Receptionist

About this role

Registered Investment Advisory financial services firm is seeking a full time Receptionist. Our firm is a family owned, community service oriented local business that services individuals and small businesses with retirement planning and investment/wealth management.

We are seeking an honest, hard working, organized, detail oriented individual to be the cheery face at our front desk, to schedule client appointments, manage our incoming calls and perform administrative tasks such as copying, scanning, faxing, bulk mailings, social media updating and advisor assistant duties as assigned. A person with a penchant for to do lists, organizing and self managing is a must!

This position is open April 01, salary to be determined based on experience and education.

A couple other notes, we have a upbeat and team based working environment that thrives on fun and hard work. We are looking for the right fit for our team! Ability to work outside assigned work hours is a must.

Responsibilties

• Manage multi-phone line system, take messages or re-direct calls to appropriate staff.
• Open, sort and distribute incoming correspondence, including faxes and email.
• Sign for and distribute UPS/FedEx or similarly delivered packages.
• Maintain client correspondence containing routine inquiries.
• Greet clients at front desk and provide coffee, tea & water
• Prepare meeting room and materials for daily meetings
• Prepare & orchestrate next day air deliveries.
• Maintain and update individual client files.
• Organize and maintain central correspondence files; perform daily and weekly filing.
• Maintain electronic client database including records and correspondence using Redtail CRM
• Advisor Assistance as needed
• Copy, scan as necessary.
• Expand knowledge of this industry through available resources to better support FAs
• Check deposits for client accounts & daily cash need requests
• Meeting preparation for advisors to include report creating and printing
• Other administrative tasks as assigned
• Social media management

Skills

• Essential skills include:
• Minimum two years’ experience in an administrative/financial services role
• Demonstrated experience handling client concerns and issues with tact and diplomacy

- Outstanding written and oral communication skills

• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Ability to manage multiple client situations, needs and inquiries simultaneously
• Must be able to develop and maintain good working relationships

Career, Compensation, And

Benefits

We’re a local family owned company run by a relatively small group of individuals who are inspired by what we get to do to every day. We focus on being a fiduciary, putting our clients interests above our own. We strive to build solid relationships with our staff and client base. Our entrepreneurial spirit and social mission are core to our culture. These are just a few of the reasons we’ve been honored as a “Best Small Business” by the South Sound Magazine.

The total compensation for the Receptionist position is dependent upon experience and education (Range 50k-60k) and will include a comprehensive quarterly bonus program. Our full benefit package includes: employer paid medical, life insurance, HSA options, vacation & sick pay, a 401(k), dental insurance and a flexible work environment.

Please send resume & cover letter to Ali Criss at "ali "at" financialinsights.com" for consideration.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday