Office Manager/Receptionist (In-Office)

Golden Reserve LLC • Blue Ash, OH

8h • $55,000 - $65,000 • Onsite

About The Position

Golden Reserve is looking for an experienced Regional Client Administrator (RCA) that will support our office locations and clients in the Cincinnati area. Our RCA is a mix of a Receptionist and an Office Manager. Unlike other financial institutions, this is NOT just an administrative role – you are vital part of the sales and operational teams. As an RCA, you would be responsible for (1) all incoming and outbound client communication and correspondence (phones, digital and traditional postage), (2) managing all internal operational aspects of your region’s office(s) (inventory and client experience), (3) maintaining our client filing system, and (4) providing world class custom service. Our RCA Team is recognized as both the face and heart of Golden Reserve. They are responsible for delivering our first impression and being the point of contact for all client communications. Golden Reserve’s unique approach to financial services is redefining financial planning – we hold monthly seminars that you would help support and have weekly TV & Radio Shows across Ohio - and it is working. We are one of the fastest growing companies in Ohio, with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country.

Requirements

• Two (2) years+ of administrative support experience (must include phone support)
• Expertise in Microsoft Office (including Teams)
• Excellent grammar, spelling, proofreading and communication soft skills
• GRIT – accountability, ownership, problem-solving, and toughness

Nice To Haves

• Client Service Excellence
• Be The Heart: Ensure our Sales team is supported so that we can help more families – while being the compassionate front-line for our communication and client experience to our clients.
• Commitment: committed to our process and systems of managing client services and support to learn the GR-Way.
• Ownership: taking ownership and personal pride in the operational excellence and appearance of your office location(s), ensuring they have all the necessary items to deliver a world-class client experience.

Responsibilities

• All incoming and outbound client communication and correspondence (phones, digital and traditional postage)
• Managing all internal operational aspects of your region’s office(s) (inventory and client experience)
• Maintaining our client filing system
• Providing world class custom service
• Supporting monthly seminars
• Supporting weekly TV & Radio Shows

Benefits

• Generous time off policy
• Health Insurance
• Vision Insurance
• Dental Insurance
• 401(k)
• Life Insurance
• Competitive Salary - $55,000 - $65,000
• RCA Captains – multiple dedicated supporting RCA Team Leaders that help you manage workload and policy and training needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed