Family Wealth Strategies ยท 3 days ago
Office Assistant/Front Desk Receptionist
Prospect, KY
Full-time
Onsite
Entry Level
$30K/yr - $40K/yr
2+ years expFamily Wealth Strategies is a successful Financial Planning firm seeking a receptionist to ensure smooth day-to-day operations while providing superior customer service. The ideal candidate will assist in maintaining exceptional customer service and perform general office tasks to support the team and clients.
Financial Services
Responsibilities
Answer phones and greet clients in a friendly, warm manner
Ensure vendor supplies are stocked for client meetings
Record notes from client conversations in an accurate manner
Enter and maintain databases of clients and prospects
Manage filing system
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 organizing events, event supplies, and promotional material
Assist in the coordination of various vendor/client events
Develop and mail letters to clients for various purposes upon request
Prioritize daily tasks to be proactive in time management
General backup support for all other positions consisting of varied tasks as needed
Qualification
Required
HS Diploma
2+ years of experience working in a professional office and fast-paced environment
Proficient skills with MS Office Suite
Comfortable and familiar with CRM platforms
Strong organizational skills and strong attention to detail
Proficient with filing, phone systems, faxing, and scanners
Excellent communication skills; both verbal and written
Calendar management
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
Preferred
Industry experience preferred, but not required
Benefits
Health Insurance
401k
PTO
Company
Family Wealth Strategies
WE ARE FAMILY WEALTH STRATEGIES As an independent financial services firm, we help individuals design customized retirement strategies using a blend of investment and insurance solutions.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase