Advisor Talent Solutions · 2 days ago
Receptionist - Savannah, GA
Savannah, GA
Full-time
Onsite
Entry Level
$46K/yr - $52K/yr
1+ years expHoward Financial Group, located in beautiful Savannah, GA, is seeking a Receptionist (Director of First Engagement) to serve as the welcoming face and voice of their dynamic financial office. The role involves greeting clients, scheduling appointments, and maintaining the office environment while ensuring smooth operations.
AdviceConsultingStaffing Agency
Responsibilities
Schedule inbound and outbound calls and visits (primarily by phone) for prospective clients and client consultations
Answer phones and greet clients in a friendly, positive, and warm manner
Be the first point of contact for prospects and clients
Maintain the firm’s CRM system (Salesforce) with prospect and client interactions
Keep the office environment neat, tidy, and organized to ensure a welcoming atmosphere
Receive, sort, and distribute daily mail/deliveries
Order front office supplies and keep track of inventory
Assist with the preparation and organization of seminars and workshops, including set-up and clean-up before and after events
Coordinate travel and hotel accommodations
Other projects/duties as assigned for the overall benefit of the organization
Qualification
Required
High School Diploma
1+ years' experience in an administrative role
Demonstrates proficiency and confidence working across various platforms and operating systems
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Excellent communication; written and verbal
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Embraces change and adapts quickly to evolving processes
Preferred
Financial industry experience is a plus!
Possess an entrepreneurial mindset
Benefits
Health insurance reimbursement
PTO
401(k) after 1 year of employment
Company
Advisor Talent Solutions
Advisor Talent Solutions (ATS) partners with independent financial advisors to help them build strong, high-performing teams.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase