Receptionist - Savannah, GA

Advisor Talent Solutions•Savannah, GA

1d•$46,000 - $52,000•Onsite

About The Position

Are you a personable professional with a talent for ensuring operations flow seamlessly? Howard Financial Group, located in beautiful Savannah, GA, is seeking a Receptionist (Director of First Engagement) to serve as the welcoming face and voice of our dynamic financial office. If you enjoy greeting clients with genuine warmth, scheduling appointments between team members and prospects, and solving challenges with a proactive approach, this is an excellent opportunity to make an impactful contribution to our team.

Requirements

High School Diploma
1+ years’ experience in an administrative role
Demonstrates proficiency and confidence working across various platforms and operating systems
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client 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
Embraces change and adapts quickly to evolving processes

Nice To Haves

Financial industry experience is a plus!
Possess an entrepreneurial mindset

Responsibilities

Schedule inbound and outbound calls and visits (primarily by phone) for prospective clients and client consultations
Answer phones and greet clients in a friendly, positive, and warm manner
Be the first point of contact for prospects and clients
Maintain the firm’s CRM system (Salesforce) with prospect and client interactions
Keep the office environment neat, tidy, and organized to ensure a welcoming atmosphere
Receive, sort, and distribute daily mail/deliveries
Order front office supplies and keep track of inventory
Assist with the preparation and organization of seminars and workshops, including set-up and clean-up before and after events
Coordinate travel and hotel accommodations
Other projects/duties as assigned for the overall benefit of the organization