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Job Description
Remote Status: On-Site
Job Id:
3866
# of Openings:
1
Pay Range: $35,000 - $45,000 per year
Position: Receptionist
Firm: Saturn Wealth
Location: Gilbert, AZ
Overview:
Are you dependable and highly detail-oriented with great interpersonal skills and a passion for client satisfaction? If you are looking for career satisfaction with a dynamic company, we have the opportunity for you! We are seeking a strong Receptionist for Saturn Wealth in Gilbert, AZ.
The ideal candidate will have at least 2 years of office/administrative experience and be able to perform general tasks such as handling calls, calendar, and database management and welcoming clients to the office. This team member will be instrumental in ensuring clients have the most memorable, positive experience.
What you’ll do:
This position will assist the Team in maintaining exceptional customer service to help exceed client and regulatory expectations by following day to day tasks such as:
- 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
What We’re Looking For:
- 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
- Industry experience preferred, but not required
- 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
Bonus Points:
- Industry knowledge/experience preferred
- Experience with Redtail CRM, Snappy Kraken and Constant Contact a plus
What You’ll Get:
Pay & Perks:
- $35,000 - $45,000/year based on experience
- Health Insurance
- 401k with matching
- 3 weeks’ vacation
Schedule:
- In office: 8am-5pm, Monday- Thursday
- 8am-2pm, Friday
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range: $35,000 - $45,000 per year
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