Job Details

Job Title: Financial Planning Receptionist/Administrative Assistant

Job Description:

We are seeking a professional and organized Receptionist to join our financial planning firm. This role requires not only excellent customer service and administrative skills, but also a background in finance to assist in supporting our team and clients effectively. The ideal candidate will have a degree in finance, business, or a related field, and previous experience in the financial services industry.

Key Responsibilities:

• Greet clients and visitors in a friendly and professional manner.
• Answer phone calls, direct inquiries, and take messages.
• Manage appointment scheduling and maintain the firm's calendar.
• Assist with preparing client documents, presentations, and correspondence.
• Provide administrative support to financial planners.
• Process client information and data entry into our systems.
• Handle incoming and outgoing mail and packages.
• Ensure the office is organized, including maintaining client files and office supplies.

Qualifications:

• Bachelor's degree in finance, business, or a related field.
• Experience in a financial services or planning firm is highly preferred.
• Strong communication and interpersonal skills.
• Proficient in MS Office (Excel, Word, PowerPoint).
• Detail-oriented, with the ability to multitask and prioritize.
• A professional, positive attitude and strong work ethic.

If you are looking for a dynamic role where you can grow within a supportive team environment, we encourage you to apply!