Front Desk Receptionist

BFG Financial Advisors is a team of independent advisors providing personalized financial planning and wealth management services to families. Our Certified Financial Planner practitioners and professional staff offer holistic financial advice, coordinating all aspects of clients’ financial lives, from investing and saving to tax planning and insurance. We serve multi-generational families balancing careers, education, and caregiving responsibilities. BFG Financial Advisors ensures that each client’s financial plan addresses their unique needs and goals.

• Setting up/cleaning the conference rooms for meetings (internal/external)
• Contacting clients to schedule and confirm meetings as necessary
• Assisting with the year-end client letter mailing
• Assisting with preparation of client events if needed
• Daily scanning of advisor’s client notes
• Assisting with preparation of firm’s year end meeting
• Data entry in our CRM and Constant Contact
• Organizes & maintains office kitchen at beginning & end of day
• Managing all incoming phone calls, on multi-line phone system, promptly and professionally to maintain their high level of satisfaction (“delight”)
• Calendaring for a multi-advisor office which include complex schedules
• Sorting & distributing daily mail and fax
• Attend all team meetings & retreats, including the annual planning summit
• Planning, ordering & picking up of all internal and event meals
• Assisting the Client Relations Associates and Director of Operations with various tasks
• Assist operations in maintenance of all office equipment i.e. copier, postage machine
• Serve as a back-up for all members in your department
• Assisting with the preparation details of Advisory Board meetings
• Implementing a Plan of Work annually, and/or if your position evolves

Benefits include paid time off, portion of health insurance, profit sharing and applicable professional development