Receptionist - Des Moines, IA

Overview

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. 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!

• 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 and 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.
• Provide general backup support for all other positions consisting of varied tasks as needed.

• High School Diploma.
• 1+ years of experience working in a professional, fast‑paced office environment.
• 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.

• Financial industry experience preferred, but not required.

• $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.

• In office:
  Monday – Friday, 8am-5pm.