Office Assistant​/Front Desk Receptionist - Financial Firm - Prospect, KY

Office Assistant/Front Desk Receptionist - Financial Firm - Prospect, KY

Join to apply for the Office Assistant/Front Desk Receptionist - Financial Firm - Prospect, KY role at Advisor Talent Solutions.

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!

Our successful Financial Planning firm, Family Wealth Strategies, Prospect, KY is seeking a receptionist to ensure smooth day-to-day operations while providing superior customer service to the firm’s prospects, clients, and team members.

• HS Diploma
• 2+ years of experience working in a professional office and fast-paced environment
• Proficient skills with MS Office Suite and familiarity with CRM platforms
• Industry experience preferred, but not required
• This position requires you to possess the following skills:
  • Strong organizational skills and strong attention to detail
  • Proficient with filing, phone systems, faxing, and scanners
  • Excellent communication skills; both verbal and written
  • Calendar management
  • Polished interpersonal and presentation competencies
  • Exceptional phone skills
  • Sincere and caring attitude
  • Provide outstanding client service
  • Thrive in a “time-sensitive” environment and adaptable to changes without affecting the quality of work

• Answer phones and greet clients in a friendly, warm manner
• Ensure vendor supplies are stocked for client meetings
• Record notes from client conversations 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 backup support for all other positions consisting of varied tasks as needed

• $30,000 - $40,000

• Health Insurance
• 401k
• PTO

• Monday - Friday: 8:00 am – 5:00 pm

Presented by Advisor Employee Services. Thank you for your interest in the Receptionist role. Advisor Employee Services, a consulting firm located in Lenexa, 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  We are not a staffing firm, but together we 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!