Receptionist - Des Moines, IA

Advisor Talent Solutions • Des Moines, IA

5h • Onsite

About The Position

Peterson Financial Group in Des Moines, IA is seeking a Receptionist to ensure smooth day-to-day operations while providing superior customer service to the firm’s prospects, clients, and team. The ideal candidate will have office and administrative experience and be able to perform front office tasks such as handling incoming calls, coordinating calendars, database management, and welcoming clients to the office. You will be instrumental in ensuring clients have the most memorable, positive experience.

Requirements

• High School Diploma
• 1+ years of experience working in a professional, fast-paced office environment
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Strong organizational skills and strong attention to detail
• Proficient with filing, phone systems, faxing, and scanners
• Excellent communication skills; both verbal and written
• Polished interpersonal skills and professional demeanor
• Demonstrated proficiency in managing calls with professionalism and courtesy
• Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work

Nice To Haves

• Financial industry experience preferred, but not required

Responsibilities

• Answer phones and greet clients in a friendly, warm manner
• Ensure clients are comfortable and cared for upon arrival
• Ensure vendor supplies are stocked for client meetings
• Accurately record notes from client conversations
• Enter and maintain databases of clients and prospects
• Manage filing system
• Attend and contribute to team meetings
• Calendar management
• Maintain the office environment in an immaculate and organized condition
• Maintain job-related/industry specific compliance files
• Develop, mail, and analyze client satisfaction survey
• Develop and mail letters to clients for various purposes upon request
• Prioritize daily tasks to be proactive in time management
• General back up support for all other positions consisting of varied tasks as needed

Benefits

• Medical, dental, vision (75% employer paid)
• 401(k) with match
• Profit sharing
• Life insurance (employer paid)
• AD&D coverage (employer paid)
• PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED