Receptionist - Erie, PA
About The Position
Our financial firm West Advisory Group in Erie, PA is looking for a strong Receptionist/Client Service Coordinator. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!
Requirements
- High school diploma
- 1+ years’ experience in a busy office environment
- Embraces change and adapts quickly to evolving processes
- Collaborative team player willing to assist others
- Demonstrates exceptional organizational skills by efficiently managing multiple requests and prioritizing time-sensitive tasks
- Excellent communication; written and verbal
- Exhibits meticulous attention to detail and a commitment to accuracy
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Self-starter who takes initiative and works well independently
- Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Nice To Haves
- Prior experience in the financial industry is a plus
Responsibilities
- Answer phones and greet clients in a friendly, positive, and warm manner
- Manage advisors’ calendars, including appointment scheduling and rescheduling
- Order front office supplies and keep track of inventory
- Complete and process new client applications
- Assist clients with issues and account inquiries
- Maintain the firm’s CRM system through accurate data entry and database management
- Handle the setup, closure, and transfer of client accounts accurately and efficiently
- Monitor and track pending service work, ensuring clients receive personalized update calls regarding the progress of their requests
- Coordinate seminar pre-registration processes and provide onsite assistance during client events
- Assist the team with various administrative duties and tasks
Benefits
- Medical, dental, and vision insurance
- 401 (k) plan and profit sharing after 1 year of employment
- PTO
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
