Office Manager/Receptionist (In-Office + Regional Travel) jobs in United States
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Golden Reserve · 1 week ago

Office Manager/Receptionist (In-Office + Regional Travel)

Golden Reserve LLC is a rapidly growing financial services company redefining financial planning. They are seeking an experienced Regional Client Administrator who will manage client communications and internal operations while delivering exceptional client service.

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 support experienceMicrosoft Office expertiseClient communicationClient service excellenceGrammarProblem-solvingOwnershipCommunication skills

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