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Form of work
SalaryResponsibilities:
- Oversee the daily operations of the Front Office, ensuring smooth and efficient workflow
- Schedule appointments and maintain the appointment calendar
- Provide exceptional customer service to clients, addressing their inquiries and concerns
- Maintain accurate client records and update information as necessary
- Delivering an amazing client experience when clients come to office
- Implement and enforce office policies and procedures to ensure compliance with regulations
Requirements:
- Previous experience in administrative support
- Strong knowledge of front desk operations in a corporate setting
- Excellent communication and interpersonal skills to interact effectively with clients, staff and vendors
- Ability to multitask and prioritize tasks in a fast-paced environment
- Detail-oriented with strong organizational skills to maintain accurate records
- Proficient in using phone systems and handling high call volumes
- Ability to handle sensitive information with confidentiality and professionalism
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this role. Duties, responsibilities, and activities may change or be assigned at any time.
If you meet the above requirements and are looking for an opportunity to join a dynamic team in a fast-paced wealth management office environment, we encourage you to apply. We offer competitive compensation and amazing health, retirement benefit packages.
Job Type: Full-time
Pay: $52,264.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) 2% match
- 401(k) matching
- Cash balance pension plan
- Dental insurance
- Disability insurance
- Financial planning services
- Free parking
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person
