Advance your career and truly make a difference. We have an existing opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Service Company.
Our Retirement Planning firm, Safeguard Investment Advisory Group in Escondido, CA area is seeking a full-time Receptionist. The candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.
Minimum Requirements:
HS Diploma
Some 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
Position Overview:
The primary responsibility of this position is to provide support for the team by organizing and ensuring smooth operations within the office. Always putting clients first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships.
Key Responsibilities:
Answer phones and greet clients in a friendly, warm manner
Ensure vendor supplies are stocked for client meetings
Maintain the office environment in an immaculate and organized condition
Input prospects into database
Develop and mail letters to clients for various purposes upon request
Manage Advisors calendar, keep Advisor organized, and prep for all client meetings
Set, reschedule and confirm appointments
Run errands as needed
Keep CRM updated with client interaction
Attend seminars/workshops and follow up with the prospects from the seminars
Work independently and proactively to meet personal and business goals
Assist Advisors with follow up on Marketing Leads
General back up support for all other positions consisting of varied tasks as needed
Salary Base:
Starting at $22/hr.
Benefits
Health
Dental
401(K)
If you meet or exceed the expectations described above, please apply today!
Presented by Advisor Employee Services Thank you for your interest in the Receptionist role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!