Greeter bei SWMG, LLC

SWMG, LLC

Title: Greeter / Director of First Impressions

• Position: Greeter / Director of First Impressions
• Location: Fort Worth, TX
• Part Time: Up to 25 hours in our Fort Worth office
• Hours: Monday Through Thursday - 
• Compensation: $15-20 per hour
• Dress Code: Business Professional
• Request: If interested, please email an introduction video stating why you are interested in the position as well as your resume to [email protected].

Join Our Team as a Greeter / Director of First Impressions

Strittmatter Wealth Group, a fast-growing financial planning and investment firm, is seeking a warm, personable, and detail-oriented Greeter / Director of First Impressions to be the welcoming face of our firm. The ideal candidate embodies professionalism, integrity, and a client-first mindset, ensuring every visitor feels valued and at ease from the moment they arrive.

This role is ideal for someone seeking to stay active in a professional setting. As the first point of contact for clients and guests, you will play a vital role in creating a welcoming and professional experience. The position is located in a formal business environment and offers the opportunity to contribute meaningfully in a stable, full-time capacity.

Why Strittmatter? Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. For more information about our firm visit stritttmatterwealth.com.

Job Duties and Responsibilities

• Greet clients and visitors in a courteous, professional manner, ensuring they feel welcomed and valued.
• Answer phone calls, direct inquiries, and take messages with attention to detail and professionalism.
• Manage visitor check-ins and appointments, ensuring seamless operations.
• Maintain an organized, professional front desk environment that aligns with company standards.
• Provide accurate information about Strittmatter Wealth Group and direct clients to appropriate staff members.
• Assist with administrative duties, including: data entry, scheduling meetings and coordinating conference room usage.
• Adhere to security protocols, ensuring all visitors are signed in and properly authorized to enter.
• Support general office operations and assist staff with basic tasks as needed.

Job Requirements:

• High school diploma or GED required
• Minimum 10 years' experience as a receptionist, administrative assistant or equivalent in a professional setting
• Proficient in Microsoft Office & Windows (Word, Excel, Outlook) and Adobe Acrobat
• Experience using Client Relationship Management (CRM) software
• Three (3) professional references

Skills Necessary:

• Very personable and inviting. We want the clients to feel welcome and appreciated.
• Strong attention to detail with the ability to work independently while embracing team collaboration
• Strong phone skills
• Demonstrate superior customer service at all times
• Displays exemplary professional communication skills (verbal and written)
• Commitment to provide high-quality work both to internal and external partners
• Must be professional, courteous and dependable
• Strong interpersonal and relationship building skills

Software used:

• Outlook email
• Redtail CRM
• Microsoft Office (Word/ Excel/ PowerPoint)
• Microsoft Teams
• Industry specific software (Morningstar, eMoney and Pershing 360)

Mission Statement:

Always putting clients first, helping them realize their wealth dreams, live their purpose, and create a fulfilling legacy. We do this through creating rewarding advancement opportunities for our team so they can achieve their purpose, contribute to the success of many, and make a difference in the lives of our clients and the communities we serve.

To Learn more about our company values, go to https://strittmatterwealth.com/about/our-values/

Why Strittmatter Brochure:

To learn more about what Strittmatter has to offer, download our Why Strittmatter For My Career Brochure at: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://strittmatterwealth.com/wp-content/uploads/2024/06/WHY-SWMG-Careers-web_compressed.pdf

We look forward to meeting you!