Saturn Wealth · 1 hour ago
Receptionist
Gilbert, AZ
Full-time
Onsite
Entry Level
$35K/yr - $45K/yr
2+ years expSaturn Wealth is a dynamic company seeking a dependable and detail-oriented Receptionist. The role involves providing exceptional customer service, managing office tasks, and ensuring a positive experience for clients.
FinanceFinancial ServicesRetirementWealth Management
Responsibilities
Answer phones and greet clients in a friendly, warm manner
Ensure vendor supplies are stocked for client meetings
Record notes from client conversation 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 back up support for all other positions consisting of varied tasks as needed
Qualification
Required
HS Diploma
2+ years of experience in 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 delivered with a sincere and caring attitude
Calendar management
Thrive in a 'time sensitive' environment and adaptable to changes without affecting the quality of work
Preferred
Industry experience preferred, but not required
Industry knowledge/experience preferred
Experience with Redtail CRM, Snappy Kraken and Constant Contact a plus
Benefits
Health Insurance
401k with matching
3 weeks’ vacation
Company
Saturn Wealth
As an independent financial services firm, Saturn Wealth approaches the process of helping clients plan for their future with care, consideration and commitment.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase