Front Desk Receptionist

General Knowledge and Expectation to Learn:

• Company's working structure, policies, mission, and strategies.
• Microsoft Office Suite
• General office practices, procedures, and methods.
• Investment concepts, practices and procedures used in the securities industry.
• Financial markets and products.

Basic Overview:

Morning:

• Restock and straighten conference rooms each morning
• Ensure that the kitchen is fully stocked and ready for the day
• Restock bathroom paper towels and check trash
• Check voicemail box in breakroom
• Restock paper throughout the office 1-2x per week
• Log into client center, outlook, and 3cx

Day:

• Answer phone calls, transfer calls, and take messages
• Help with annuity reviews, check deposits, birthday cards or other mailings, or any other requests from assistants or FA’s

Closing:

• Making sure trash (including boxes by the bin) is taken out on days cleaners will not be coming
• Tidying up the front lobby such as making sure windows are free of fingerprints, organizing the magazines, filling up the mints
• Prepare conference room sheet for the next day
• Drop off mail and UPS packages

Scheduled Breaks:

• You get a lunch break of 1 hour
• Coordinate with Support Team to ensure coverage during your break

Day to Day Tasks:

Greeting clients in person

• Asking if they want anything to drink & putting them in assigned conference room

Phones

• Being the first to grab the phone
• Looking up client information as you speak with them to confirm correct advisor or assistant for the call
• Client authentication

Voicemail Box in Breakroom

• Checking in the morning and emailing the messages to the appropriate people and then delete the message off the machine

Conference Rooms

• After meetings: Wipe down phones, chairs, place settings, keyboards as needed throughout the day

Maintaining

• Conference rooms: after meetings, wipe down table, chairs, place settings, keyboards as needed throughout the day
• Breakroom
• bathroom

*Restocking any of the above areas as necessary

• Ordering and maintaining office supplies
• Proactively asking if any team members need help
• Checking and sending Mail/UPS/FedEx
• Checking the mailbox by 11:00AM everyday & giving it to the appropriate Support Team members
• On Monday’s checking when you arrive for Saturday’s mail and then again when Monday’s mail arrives
• Deposit checks
• Reminder, please make 3 copies: 1 for safe, 1 for sign off box, and 1 on SA desk including copy of attachments and check(s)
• Clean out Check deposits from safe Monthly (Must Keep for 31 days)

Skill in:

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Ability to research basic account information.

Ability to:

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
• Use mathematics sufficient to process account and transaction information.
• Work independently.
• Provide a high level of customer service.

Educational/Previous Experience Requirements:

• Preferred Education: Bachelor's Degree
• Required Education: Associate's Degree
• Preferred Experience: 1-2 years Experience in the investment and insurance field.

Salary/Location/Benefits:

Job Type: Full-time

Salary: $30,000.00 - $40,000.00 per year

Location:

• Watkinsville, GA (Required)

Work authorization:

• United States (Required)

Additional Compensation:

• Discretionary Bonuses

Work Location:

• In office, remote work not available for this position.

Benefits:

• Health insurance
• Dental insurance
• Vision insurance
• Retirement plan
• 20 days paid time off in addition to all stock market holidays

This Job Is Ideal for Someone Who Is:

• Dependable -- more reliable than spontaneous
• People-oriented -- enjoys interacting with people and working on group projects
• Detail-oriented -- would rather focus on the details of work than the bigger picture
• High stress tolerance -- thrives in a high-pressure environment

Schedule:

• Monday to Friday 8:30 – 4:30 with 1 hour lunch

Job Type: Full-time

Pay: $30,000.00 - $40,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday
• No nights
• No weekends

Supplemental pay types:

• Bonus opportunities

Work Location: In person