Client-Focused Receptionist & Office Ops

Advisor Employee Services; Denham Springs (LA); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Employer provided medical insurance

PTO

401k with match

Bonus opportunities

Job summary

A Financial Planning firm in Denham Springs, LA, is seeking a dependable Receptionist to support day-to-day operations. Responsibilities include answering phones, greeting clients, maintaining databases, and ensuring compliance. The ideal candidate has at least 1 year of office experience, proficiency in MS Office, and strong interpersonal skills. Compensation ranges from $40k to $50k depending on experience, with bonuses available. Join a dynamic team dedicated to exceptional client service.

Qualifications

• Minimum 1 year of experience in a professional office and fast-paced environment.
• Industry experience preferred, but not required.

Responsibilities

• Answer phones and greet clients in a friendly manner.
• Record notes from client conversations in the database.
• Maintain an organized filing system.
• Prepare conference rooms for client visits.
• Assist in scheduling and marketing calendar.

Skills

Strong organizational skills

Excellent communication skills

Polished interpersonal skills

Exceptional phone skills

Attention to detail

Ability to thrive in a time-sensitive environment

Education

HS Diploma

Tools

MS Office Suite

CRM platforms

Job description

A Financial Planning firm in Denham Springs, LA, is seeking a dependable Receptionist to support day-to-day operations. Responsibilities include answering phones, greeting clients, maintaining databases, and ensuring compliance. The ideal candidate has at least 1 year of office experience, proficiency in MS Office, and strong interpersonal skills. Compensation ranges from $40k to $50k depending on experience, with bonuses available. Join a dynamic team dedicated to exceptional client service.