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Job Description
Remote Status: On-Site
Job Id:
3945
# of Openings:
1
Pay Range: $40,000 - $45,000 per year
Position: Receptionist
Firm: Peterson Financial Group
Location: Des Moines, IA
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 firm, we have the opportunity for you! Peterson Financial Group in Des Moines, IA is seeking a Receptionist to ensure smooth day-to-day operations while providing superior customer service to the firm’s prospects, clients, and team.
The ideal candidate will have office and administrative experience and be able to perform front office tasks such as handling incoming calls, coordinating calendars, database management, and welcoming clients to the office. You will be instrumental in ensuring clients have the most memorable, positive experience.
What you’ll do:
- Answer phones and greet clients in a friendly, warm manner
- Ensure clients are comfortable and cared for upon arrival
- Ensure vendor supplies are stocked for client meetings
- Accurately record notes from client conversations
- Enter and maintain databases of clients and prospects
- Manage filing system
- Attend and contribute to team meetings
- Calendar management
- Maintain the office environment in an immaculate and organized condition
- Maintain job-related/industry specific compliance files
- Develop, mail, and analyze client satisfaction survey
- 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:
- High School Diploma
- 1+ years of experience working in a professional, fast-paced office environment
- Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Strong organizational skills and strong attention to detail
- Proficient with filing, phone systems, faxing, and scanners
- Excellent communication skills; both verbal and written
- Polished interpersonal skills and professional demeanor
- Demonstrated proficiency in managing calls with professionalism and courtesy
- Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work
Bonus Points:
- Financial industry experience preferred, but not required
What You’ll Get:
Pay & Perks:
- $40k - $45k/year based on experience + bonus potential
- Medical, dental, vision (75% employer paid)
- 401(k) with match
- Profit sharing
- Life insurance (employer paid)
- AD&D coverage (employer paid)
- PTO
Schedule:
- In office: Monday – Friday, 8am-5pm
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: $40,000 - $45,000 per year
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