Receptionist - Birmingham, AL

Advisor Talent Solutions•Birmingham, AL

1d•$35,000 - $45,000•Onsite

About The Position

Are you dependable and highly detail-oriented with great interpersonal skills and a passion for client satisfaction? If you are looking for career satisfaction with a dynamic company, we have the opportunity for you! We are seeking a strong Receptionist for Freedom Financial Group in Birmingham, AL. The ideal candidate will have at least 1-2 years of office/administrative experience in fast paced environment and be able to perform general tasks such as handling calls, calendar, and database management and welcoming clients to the office. This team member will be instrumental in ensuring clients have the most memorable, positive experience. At Freedom Financial Group, we provide comprehensive retirement planning under one roof, helping our client families navigate retirement with clarity, confidence, and peace of mind. We are committed to delivering exceptional service and building meaningful relationships.

Requirements

Associate’s degree or equivalent work experience required
1-2 years of experience working in a professional office and fast-paced environment
Proficient skills with MS Office Suite
Comfortable and familiar with CRM platforms (Lead Center platform a plus)
Strong organizational skills and strong attention to detail
Proficient with filing, phone systems, faxing, and scanners
Excellent communication skills: both verbal and written delivered with a sincere and caring attitude
Calendar management
Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work

Nice To Haves

Industry experience preferred, but not required

Responsibilities

Greet and welcome all clients and prospective clients with warmth and professionalism
Ensure clients are comfortable and cared upon arrival
Prepare meeting rooms and maintain a clean, organized office environment
Promptly answer and direct calls to the appropriate team member
Provide helpful and knowledgeable assistance and take concise messages
Schedule follow-up appointments for clients and prospects before leaving the office
Manage and coordinate calendars for efficient scheduling
Handle confirming appointment details
Support administrative tasks as needed to ensure seamless client experience
Responsible for ensuring beverage station is accessible, stocked and clean