Job Details

Receptionist

Are you dependable and highly detail-oriented with great interpersonal skills and a passion for client satisfaction? If you are looking for career satisfaction with a dynamic company, we have the opportunity for you! Our successful Financial Planning firm in Denham Springs, LA is seeking a receptionist to ensure smooth day-to-day operations while providing superior customer service to the firm's prospects, clients, and team members. The ideal candidate will have at least 1 year of office/administrative experience and be able to perform general tasks such as handling calls, calendar, and database management and welcoming clients to the office. This team member will be instrumental in ensuring clients have the most memorable, positive experience.

Minimum Requirements:

• HS Diploma
• Minimum 1 year of experience in working in a professional office and fast-paced environment
• Proficient skills with MS Office Suite
• Comfortable and familiar with CRM platforms
• Industry experience preferred, but not required

This position requires that you possess the following skills:

• Strong organizational skills and strong attention to detail
• Self-starter
• Excellent communication skills; both verbal and written
• Polished interpersonal and presentation competencies
• Exceptional phone skills
• Sincere and caring attitude
• Provide outstanding client service
• Thrive in a "time sensitive" environment and adaptable to changes without affecting the quality of work

Responsibilities:
This position will assist the Team in maintaining exceptional customer service to help exceed client and regulatory expectations by following day to day tasks such as:

• Answer phones and greet clients in a friendly, warm manner
• Record notes from every client conversation in the database
• Enter and maintain databases of clients and prospects
• Maintain an organized, compliant and efficient filing system
• Pull appropriate client and prospect files every morning for scheduled visits
• Prepare conference rooms for client and prospect visits
• Manage advisor's calendar regarding visits scheduling and rescheduling
• Attend and contribute to team meetings
• Maintain the office environment in an immaculate and organized condition
• Maintain job-related/industry specific compliance files
• Assist in coordination and scheduling of marketing calendar
• Coordinate event participation by managing RSVP's, confirming attendance, scheduling appointments on-site, and conducting post event follow-ups
• Develop and mail letters to clients for various purposes upon request
• Track client referrals
• General back up support for all other positions consisting of varied tasks as needed

Salary:

• $40k - $50k based on experience
• Bonus opportunities

Benefits:

• Employer provided medical insurance
• PTO
• 401k with match

Hours:

• In office: Monday - Friday, 8:00am - 4:30pm
• Some evenings required for client events

Presented by Advisor Employee Services Thank you for your interest in the Receptionist role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Pay Range: $40,000 - $50,000 per year