Hybrid Receptionist / Executive Assistant bei Financial Integrators

Description

Financial Integrators, a dynamic, holistic wealth management company, is seeking a professional, engaging, organized individual to join our Administrative Assistants team. This role is critical to maintaining client relationships and creating a welcoming environment for staff and visitors.

Specific job duties include, but are not limited to:

• Building client relationships and being the professional first point of contact during visits and incoming phone calls
• Greeting visitors and connecting them with the correct people
• Answering, screening, and correctly routing calls
• Responding to internal and external inquiries, and distributing accurate information
• Performing administrative activities such as booking meeting rooms, arranging transportation, receiving and sending mail and packages

Requirements

Qualifications

• May require bachelor’s degree in area of specialty or- at least 4 years of experience in a related field
• Self-starter, multi-tasker, problem solver, goal-oriented and a team player
• Ability to anticipate the needs of the advisor and proactively provide the needed information, assistance, and communication prior to being asked
• Ability to learn various systems and technology used, including financial planning software, CRM, video conferencing, and Google Workspace
• Attention to detail is extremely important
• Requires strong organizational, reading comprehension, math, and problem-solving skills
• Analytical ability to make decisions with limited direction

 Physical Requirements: 

• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 25 pounds at a time