Receptionist - Financial Firm - Sun City, Az - Advisor Employee Services

Advisor Employee Services

Verified Company

Sun City, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Receptionist

We are seeking a dynamic and organized receptionist to oversee the smooth day-to-day operations of our practice while providing exceptional customer service to our prospects, clients, and team members.

This role plays a pivotal part in ensuring that every interaction with our firm leaves a lasting positive impression.

About Us:

At Oxford Retirement and Estate Planning in
Sun City, AZ, we specialize in providing comprehensive retirement and estate planning services to our clients.

With a commitment to integrity and personalized care, we guide individuals and families through the complexities of financial planning, ensuring peace of mind and security for their golden years and beyond.

Our team is dedicated to delivering exceptional service and expertise, helping our clients achieve their retirement goals with confidence and clarity.

Requirements:

Excellent communication and interpersonal skills
Strong organizational abilities and attention to detail
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
Prior experience in a customer service or administrative role is preferred
High school diploma or equivalent qualification

Responsibilities:

Answer incoming calls in a friendly and welcoming manner
Maintain an organized, compliant, and efficient filing system
Sort and distribute incoming mail promptly
Assist with copying or scanning documents as requested by the team
Retrieve client files as needed by the team
Keep all brochures, packets, and handouts stocked and up to date
Ensure beverages and snacks are available for clients and maintain a running list of pantry items needed
Manage the advisor's calendar, including appointment rescheduling and updating the office calendar with advisor schedules, meetings, and events
Order and manage office supplies to ensure adequate stock levels
Greet and direct visitors at the front desk energetically and appropriately
Prepare daily review sheets for clients with accurate account information
Coordinate efforts for food drives, including contacting the food bank for pickups as necessary
Work with Office Manager daily to discuss office flow, areas for improvement, and streamlining ideas
Be available for approximately four client events throughout the year (45 hours approximately per event)
Work alongside Marketing Department on calls to clients and prospects as needed
Maintain cleanliness and organization of the lobby, kitchen area, and other designated areas
Ensure all lights and electronics are turned off before closing