Advisor Talent Solutions · 1 day ago
Receptionist - Sun City, AZ
Sun City, AZ
Full-time
Onsite
Entry Level
$22/hr - $24/hr
1+ years expOxford Retirement and Estate Planning is a firm located in Sun City, AZ, specializing in comprehensive retirement and estate planning services. They are seeking an enthusiastic and outgoing Receptionist to serve as the welcoming face of the firm, responsible for greeting clients, managing the office environment, and maintaining client relationships.
AdviceConsultingStaffing Agency
Responsibilities
Answer phones and greet clients in a friendly, positive, and warm manner
Keep the office environment neat, tidy, and organized to ensure a welcoming atmosphere
Maintain the telecommunication system, including welcome screens, voicemails, telephone messages, and RepChat texts
Bake fresh cookies daily as part of the guest experience
Be the first point of contact for prospects and clients
Manage the advisor's calendar, including appointment rescheduling and updating the office calendar with advisor schedules, meetings, and events
Ensure beverages and snacks are available for clients and maintain a running list of pantry items needed
Build and improve upon client relationships
Maintain the firm’s CRM system (Salesforce) through accurate data entry and database management
Sort and distribute incoming mail
Retrieve client files as needed by the team
Keep all brochures, packets, and handouts stocked and up to date
Contact clients to confirm appointments via email, text, or phone calls, and provide reminders of time and location two to three days in advance
Work alongside the Marketing Department on calls to clients and prospects as needed
Be available for approximately four client events throughout the year (4-5 hours approximately per event)
Qualification
Required
High school diploma or equivalent qualification
1+ years' experience in a busy office environment
Demonstrates proficiency and confidence working in Microsoft Office (Outlook, Word, Excel)
Embraces change and adapts quickly to evolving processes
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple 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
Preferred
Prior experience in a customer service or administrative role is preferred
Benefits
Medical, dental and vision insurance
401k plan with VOYA with up to 5% employer match
Profit sharing
Employer paid $50k life insurance policy
PTO and 10 paid holidays
Annual trip and fun firm sponsored activities
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