Office Manager/Receptionist (In-Office) jobs in United States
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Golden Reserve · 2 months ago

Office Manager/Receptionist (In-Office)

Golden Reserve LLC is a rapidly growing financial services company redefining financial planning. They are seeking a Regional Client Administrator to manage client communications and internal operations across their offices, ensuring exceptional client service and supporting the sales team.

ConsultingFinancial ServicesRetirement

Responsibilities

All incoming and outbound client communication and correspondence (phones, digital and traditional postage)
Managing all internal operational aspects of your region’s office(s) (inventory and client experience)
Maintaining our client filing system
Providing world class custom service

Qualification

Administrative supportMicrosoft OfficeClient communicationProblem-solvingGrammarGRITCommunication skillsOwnership

Required

Two (2) years+ of administrative support experience (must include phone support)
Expertise in Microsoft Office (including Teams)
Excellent grammar, spelling, proofreading and communication soft skills
GRIT – we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace

Benefits

Generous time off policy
Health Insurance
Vision Insurance
Dental Insurance
401(k)
Life Insurance

Company

Golden Reserve

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Golden Reserve provides retirement, investment, advisory, and financial decisions services.

Funding

Current Stage
Early Stage

Leadership Team

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Greg Aler
Chief Executive Officer
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Drew Paul
Region Head / Partner
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Company data provided by crunchbase