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SalaryFalcon Ridge Wealth Management
A private wealth advisory practice of Ameriprise Financial Services, LLC
Our Firm
Falcon Ridge Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, Inc. and are a thriving and growing team practice.
We are seeking a candidate for the Receptionist position in our Salem, Oregon office. We also have office locations in Canby and Eugene that this candidate will interact with on a day-to-day basis.
People join our firm because they want to accomplish something meaningful and bigger than themselves, making a difference in other people’s lives. Our main priority is to serve the financial needs of our clients through excellent personal service. Through our caring advice, we help individuals and families attain confidence in the future, balancing their dreams for tomorrow with their goals and desires for today. From retirement strategies and investment planning to tax planning and much more, we help clients live the life they’ve earned and deserve.
Position Overview
The Receptionist/Scheduler will act as a client-centered team member that will be involved in activities that help Falcon Ridge Wealth Management cultivate a five-star experience. This team member will be highly involved in scheduling and confirming client appointments, in addition to managing incoming calls for the entire firm. As part of this role, the Receptionist will assist with other administrative duties that aim to provide a high-valued client experience. The ideal candidate should demonstrate the ability to work in a high-paced environment, capable of completing a high volume of scheduling activities at a high-quality rate of efficiency.
Responsibilities
- Scheduling client appointments.
- Confirming client appointments, by phone, e-mail, or via the advisor texting platform.
- Answering the organizational phone line, and documenting outcomes of conversations to refer information to other team members.
- Maintaining of records in client management system (Ameriprise CRM).
- Documenting outcomes of client interactions in Ameriprise CRM.
- Coordinating with advisors to ensure that their scheduling preferences and model weeks are considered with scheduling appointments.
- Assisting in calendar management for team members.
- Reviewing and updating client information within internal systems, as necessary.
- Assisting the Client Service Associates that are working remotely and in the office.
- Providing assistance to other practice team members, as requested.
- And other administrative duties as assigned.
- Opportunities exist for advancement based on performance and desire of applicant.
Key Traits
- A strong eye for detail and organization.
- The ability to move at a fast-pace and with strong-efficiency.
- Friendly and effective verbal and written communication.
- Positive attitude demonstrated internally and with clients.
- Capable of utilizing multiple types of technology.
Job Type:
- Full-time
Pay:
- Negotiable – Depending on Experience
Benefits:
- Company Matched Retirement Plan
- Dental insurance
- Health insurance
- Vision insurance
- Generous Paid Time Off
Schedule:
- 32 hour Work week
- Day shift
- Monday to Thursday
- May be occasional Client events off site or extended hours
Supplemental Pay Types:
- Bonus pay
Ability to commute/relocate:
- Salem, Oregon: Reliable commute (Required)
Experience:
- Customer service: 1 year (Preferred)
Work Location
- In office at our Salem Location
Job Type: Full-time
Pay: $23.00 - $30.00 per hour
Benefits:
- Health insurance
- Paid time off
- Parental leave
- Retirement plan
Schedule:
- 8 hour shift
- Day shift
Experience:
- Customer service: 1 year (Preferred)
Work Location: In person
