Gottfried & Somberg Wealth Management ยท 1 day ago
Wealth Management Receptionist
Glastonbury, CT
Full-time
Onsite
Entry Level
2+ years expGottfried & Somberg Wealth Management is a growing independent wealth management firm seeking an experienced Wealth Management Receptionist to join their team. The role involves being the first point of contact for clients and visitors, creating a positive first impression, and handling various administrative responsibilities.
AdviceFinanceFinancial ServicesWealth Management
Hiring Manager
Sedina Dedovic
Responsibilities
Create an excellent first impression for all office visitors by promptly greeting them upon arrival, handling their immediate needs, and notifying the appropriate person that their party has arrived
Represent the company in a professional manner by conveying a positive attitude, friendly demeanor and professional conservative appearance
Ensure a pristine and well-stocked reception and beverage area
Answer and direct incoming calls using a multi-line phone system; handle General mailbox voicemails
Use Microsoft Outlook to manage multiple conference room calendars. Schedule follow-up meetings with clients as they exit
Manage and maintain inventory of office and kitchen supplies (including coffee, creamer, milk, etc.). Place orders as needed. Accept deliveries, unpack and store supplies
Prepare outgoing mail and UPS packages and manage postage meter
Scan documents to network. e-Fax and print documents
Point person for prospect mailings and tracking. Create and mail 1st meeting kits, track replies and notify advisors
Manage monthly client mailings for birthday cards and Medicare reminders
Assist Marketing Manager with marketing efforts, including mailings
Create and track annual invoice payments for consulting clients
Assist with projects as needed
Qualification
Required
2+ years of experience working in an office environment in an administrative support or customer service role. Experience working in the investment/insurance industry a plus
Highly proficient in using a multi-line phone system, especially transferring calls
Highly proficient in Microsoft Office and Windows software. Possess a mindset of embracing technology
Familiarity with a Customer Relationship Management (CRM) system to track client data a plus
Proficient scanning and retrieving files from an office network
Polished verbal skills delivered with a professional and courteous demeanor, both in person and on the telephone
Desire to interact with clients and team members
Excellent written and proofreading skills to ensure that work is in accordance with GSWM standards
Excellent time management and multi-tasking skills to effectively prioritize workload and meet deadlines
Demonstrate strong work ethic by being reliable, committed, collaborative and adaptable
Keen attention to detail and excellent organizational skills
Benefits
401(k) retirement plan with a company match after six months of employment.
Company
Gottfried & Somberg Wealth Management
Gottfried & Somberg Wealth Management provides financial advisory services to individuals and organizations.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Melissa Etheridge
Chief Operating Officer
Company data provided by crunchbase