Front Office Receptionist/Scheduler

About us

Independent Investment Advisors is a small business in Fort Myers, FL. We are professional, agile and our goal is to find our director of first impressions to be the front-office receptionist for our fast-growing and evolving office. .

Our work environment includes:

• Modern office setting
• Food provided

• Answer and filter phone calls appropriately.
• Maintain client database called Redtail
• Schedule/reschedule appointments between the representatives and clients and coordinate wholesaler lunches.
• Appointments ranging from virtual, phone, and in-person.
• Must have a positive and professional demeanor with clients and coworkers.
• Greet and offer clients refreshments or snacks that are available.
• Send and respond to emails and other digital inquiries and correspondence.
• Organizes/delivers incoming mail appropriately and addresses outgoing mail, including UPS packages.
• Keep the Front Office and breakroom tidy and well-stocked with supplies.
• Work with sensitive information with discretion to maintain confidentiality and security and ensure compliance with privacy policies and regulations.
• Consistently take notes on client, back-office, and company interactions.
• Input and update information in databases and spreadsheets.
• Including but not limited to Microsoft Teams, Word, Excel, and Redtail CRM/imaging
• Work with advisors and assistants for service and new business follow-up
• Run reports specialized according to advisor/assistant needs.
• Keep neat records of client correspondence, check logs, and UPS labels.

Key Competencies

• Verbal and written communication skills
• Professional personal presentation
• Detail-orientated team player with a strong work ethic.
• Be courteous, efficient, articulate, and energetic.
• Reliable, have integrity, and will take initiative.
• Stress tolerance

Job Type: Full-time

Pay: $16.00 - $18.50 per hour

Expected hours: 40 per week

Benefits:

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

Schedule:

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

Work Location: In person