Receptionist - Denham Springs, LA

Advisor Talent Solutions•Denham Springs, LA

9h•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! The Presley Group, a successful financial planning firm based in Denham Springs, LA, is seeking a Receptionist to support smooth daily operations and deliver exceptional customer service to prospects, clients, and team members. The ideal candidate will have at least 1 year of office/administrative experience 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.

Requirements

High School Diploma
Minimum 1 year of experience in working in a professional office and fast-paced environment
Proficient skills with MS Office Suite
Comfortable and familiar with CRM platforms
Strong organizational skills and strong attention to detail
Self-starter
Excellent communication skills; both verbal and written
Polished interpersonal and presentation competencies
Exceptional phone skills
Sincere and caring attitude
Provide outstanding client service
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

Answer phones and greet clients in a friendly, warm manner
Record notes from every client conversation in the database
Enter and maintain databases of clients and prospects
Maintain an organized, compliant and efficient filing system
Pull appropriate client and prospect files every morning for scheduled visits
Prepare conference rooms for client and prospect visits
Manage advisor’s calendar regarding visits scheduling and rescheduling
Attend and contribute to team meetings
Maintain the office environment in an immaculate and organized condition
Maintain job-related/industry specific compliance files
Assist in coordination and scheduling of marketing calendar
Coordinate event participation by managing RSVP’s, confirming attendance, scheduling appointments on-site, and conducting post event follow-ups
Develop and mail letters to clients for various purposes upon request
Track client referrals
General back up support for all other positions consisting of varied tasks as needed