Company

Pfg- Pesci Financial GroupSee more

addressAddressOrem, UT
type Form of workFull-time
salary Salary$18 - $20 an hour
CategoryReal Estate

Job description

```Job Overview```

We are seeking a highly organized and professional Front Desk Receptionist to join our team. As the first point of contact for our Firm, you will play a crucial role in providing exceptional customer service to our clients. The ideal candidate will have experience in office administration and possess excellent communication skills.

```Responsibilities```

- Greet and welcome clients as they arrive at the office

- Check in new clients and update existing client information in the system

- Schedule appointments and manage the appointment calendar

- Answer phone calls, take messages, and direct calls to appropriate staff members

- Assist with client records management, including filing, scanning, and organizing documents

-Collect statements and organize digital files for appts

- Maintain cleanliness and organization of the front desk area

-Order office groceries and team lunches

-Pay electronic invoices

```Requirements```

- Previous experience in a financial firm or similar administrative role is preferred

- Proficient in using CRM software systems and Microsoft

- Strong knowledge of financial terminology

- Excellent customer service skills with a friendly and professional demeanor

- Ability to multitask and prioritize tasks in a fast-paced environment

- Strong attention to detail and accuracy in data entry

If you are a motivated individual with a passion for providing exceptional client service, we encourage you to apply for this position. Join our team and contribute to making a positive impact on the lives of our clients

Please note that only qualified candidates will be contacted for an interview.

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Benefits:

  • 401(k) matching
  • Health insurance
  • Paid sick time
  • Paid time off
  • Unlimited paid time off

Schedule:

  • Monday to Friday

Work Location: In person

Benefits

Health insurance, Unlimited paid time off, 401(k), Paid time off, 401(k) matching, Paid sick time
Refer code: 8606803. Pfg- Pesci Financial Group - The previous day - 2024-03-17 06:27

Pfg- Pesci Financial Group

Orem, UT
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