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NaviGuide Wealth Partners, Inc. is seeking a Full-Time Receptionist to join our dedicated team to strengthen our client relationships and support company growth. We are an independent comprehensive wealth management practice with a vision of developing meaningful relationships with our clients and becoming their most trusted financial advisor. Our relationships are based on integrity, professional knowledge, and personalized service. We strive to guide our clients through their life-long financial journey, by adhering to our core values and time-tested strategies.
If you are looking for a long term career with a stable company focused on growth and longevity, we want to hear from you!
Job Description:
The Receptionist plays a critical role in both the front & back office operations. With responsibility for being the first point of contact for clients and associates in the front office, the Receptionist must maintain a professional demeanor and focus on a high level of customer service. Playing a large role in relationships, this person must focus on the experience we create and provide with each & every interaction. The Receptionist also supports the Client Services and Operations teams with account processing and maintenance. The qualified candidate will have superb communication skills (written, verbal, and in person), a keen attention to detail, sharp pattern recognition, and excel in organization. This team member is pivotal in ensuring that every client, prospect, and associate has a platinum level experience every time they interact with NaviGuide Wealth Partners, Inc.
Responsibilities (include but not limited to):
Customer Service
¦ First point of contact for guests; greets, introduces (as necessary) & serves beverages
¦ Primary representative on phones; receives & resolves phone calls, transfers when
needed, communicates messages
¦ Schedules & confirms appointments
¦ Communicates account information with clients & associates
Account Management
¦ Prepares & processes account maintenance paperwork
¦ Communicates statuses with appropriate parties
¦ Resolves outstanding requirements
¦ Processes incoming and outgoing assets
Marketing
¦ Posts prepared marketing material on social media platforms
¦ Sends weekly newsletter and bulk correspondence via email
¦ Creates and manages company blog content & posting schedule
¦ Documents company events via photography for social media posting
Office Maintenance
¦ Ensures advisors offices and common spaces are tidy and ready for business
¦ Initiates and handles service requests for equipment
¦ Oversees janitorial schedule and service
¦ Maintains supply inventory
Expectations:
At desk, productively working by start of scheduled shift
Communicates additional needs (i.e. training) to manager
Commitment to & consistent focus on excellence
Adaptability to change
Requirements:
Computer savvy
Excellent interpersonal skills
Proficient in Microsoft Office Suite (including Outlook)
Familiar with a paperless office & electronic filing systems
Excellent organizational and time management skills
Keen attention to detail and pattern recognition
Ability to manage multiple tasks while operating within tight deadlines
Prefer:
Investment and/or insurance industry experience
Salesforce knowledge/proficiency
Hours, Wage, & Benefits:
Monday Friday, option of 8:30am 5:00pm OR 9:00am 5:30pm
$15- $17 per hour dependent on experience
If interested, respond to this posting with your resume and cover letter.
