Receptionist - Sun City, AZ
About The Position
At Oxford Retirement and Estate Planning, located in Sun City, AZ, we specialize in providing comprehensive retirement and estate planning services to our clients. With a commitment to integrity and personalized care, we guide individuals and families through the complexities of financial planning, ensuring peace of mind and security for their golden years and beyond. Our team is dedicated to delivering exceptional service and expertise, helping our clients achieve their retirement goals with confidence and clarity. We are seeking an enthusiastic and outgoing Receptionist to be the smiling face and welcoming voice of our incredible firm! If you enjoy connecting with people, building relationships, and want to be part of a firm where you can truly make a difference, we’d love to meet you!
Requirements
- High school diploma or equivalent qualification
- 1+ years’ experience in a busy office environment
- Demonstrates proficiency and confidence working in Microsoft Office (Outlook, Word, Excel)
- 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 a customer service or administrative role is preferred
Responsibilities
- Answer phones and greet clients in a friendly, positive, and warm manner
- Keep the office environment neat, tidy, and organized to ensure a welcoming atmosphere
- Maintain the telecommunication system, including welcome screens, voicemails, telephone messages, and RepChat texts
- Bake fresh cookies daily as part of the guest experience
- Be the first point of contact for prospects and clients
- Manage the advisor's calendar, including appointment rescheduling and updating the office calendar with advisor schedules, meetings, and events
- Ensure beverages and snacks are available for clients and maintain a running list of pantry items needed
- Build and improve upon client relationships
- Maintain the firm’s CRM system (Salesforce) through accurate data entry and database management
- Sort and distribute incoming mail
- Retrieve client files as needed by the team
- Keep all brochures, packets, and handouts stocked and up to date
- Contact clients to confirm appointments via email, text, or phone calls, and provide reminders of time and location two to three days in advance
- Work alongside the Marketing Department on calls to clients and prospects as needed
- Be available for approximately four client events throughout the year (4-5 hours approximately per event)
Benefits
- Medical, dental and vision insurance
- 401k plan with VOYA with up to 5% employer match
- Profit sharing
- Employer paid $50k life insurance policy
- PTO and 10 paid holidays
- Annual trip and fun firm sponsored activities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
