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    Financial Services Office Manager/Receptionist - cleveland, United States - Golden Reserve LLC

    Golden Reserve LLC
    Golden Reserve LLC cleveland, United States

    3 weeks ago

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    Description
    Our RCA is a mix of a Receptionist and an Office Manager. Unlike other financial institutions, this is NOT just an administrative role – you are vital part of the sales and operational teams.

    As an RCA, you would be responsible for (1) all incoming and outbound client communication and correspondence (phones, digital and traditional postage), (2) managing all internal operational aspects of your region's office(s) (inventory and client experience), (3) maintaining our client filing system, and (4) providing world class custom service.

    Golden Reserve's unique approach to financial services is redefining financial planning – we hold monthly seminars that you would help support and have weekly TV & Radio Shows across Ohio - and it is working. We are one of the fastest growing companies in Ohio, with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country.

    What we ask

    · Client Service Excellence: p>

    · Be The Heart: Ensure our Sales team is supported so that we can help more families – while being the compassionate front-line for our communication and client experience to our clients.

    · Ownership: taking ownership and personal pride in the operational excellence and appearance of your office location(s), ensuring they have all the necessary items to deliver a world-class client experience.

    What we need:

  • Two (2) years+ of administrative support experience (must include phone support).
  • Expertise in Microsoft Office (including Teams).
  • Excellent grammar, spelling, proofreading and communication soft skills. · RCA Captains – you will have multiple dedicated supporting RCA Team Leaders that help you manage (1) workload and (2) policy and training needs. · Benefits - Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance. If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BEFORE YOU APPLY – this is NOT a typical financial services office manager position –to learn more about how we are different, check out Expedition Retirement, to see if our mission is the right fit for you.
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