Front Desk Receptionist

Summit Wealth Management; Salem (OR); On-site; USD 33,000 - 38,000; Full time

Job summary

Summit Wealth Management is seeking a Front Desk Receptionist to provide exceptional client service and support administrative tasks in a dynamic wealth management practice. Responsibilities include welcoming clients, managing communications, and aiding operational efficiency. This full-time role offers a competitive salary and benefits in a supportive environment focused on meeting clients' financial needs.

Benefits

401(k)

401(k) company match

Employer Paid Health Insurance

Paid Time Off

Paid Sick Time

Paid Market Holidays

Qualifications

• 2-3 years industry experience is preferred.
• Ability to obtain FINRA licenses if desired.
• Knowledge of financial markets is preferred.

Responsibilities

• Serve as the initial point of contact for clients.
• Process necessary paperwork and ensure compliance.
• Support operational functions of the practice.

Skills

Client service skills

Attention to detail

Organizational skills

Education

Bachelor or Associates degree preferred

Tools

MS Office

Job description

2 days ago Be among the first 25 applicants

Summit Wealth Management provided pay range

This range is provided by Summit Wealth Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$33,000.00/yr - $38,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Summit Wealth Management

We are seeking a highly motivated and client-oriented individual to join our Client Services Team as a Front Desk Receptionist. In this role, you will be responsible for providing exceptional customer service to our clients, fulfilling receptionist duties such as welcoming visitors in person & by phone, maintaining telecommunication systems, data entry in contact management system, appointment reminder calls as well as assisting with administrative tasks, and supporting the overall operations of our practice. Our Receptionists play a crucial role in ensuring client satisfaction, maintaining client relationships, and facilitating the smooth functioning of our practice.

Responsibilities

Client Service Management:

• Serve as the initial point of contact for clients, addressing their inquiries, concerns, and requests promptly and professionally.
• Directs visitors by maintaining employee and department directories; giving instructions.
• ·Maintains safe and clean reception area by complying with procedures, rules, and regulations.
• Coordinate client meetings, prepare meeting materials, and assist advisors in delivering comprehensive financial plans and investment strategies.

Account Administration and Support

• Process necessary paperwork, and ensure compliance with regulatory requirements.
• Assist clients with account maintenance tasks, account updates, and asset transfer requests.
• Collaborate with internal teams to ensure accurate and timely execution of client requests and transactions.
• Maintain client records, update databases, and generate reports as needed.

Operational Efficiency

• Support the operational functions of our wealth management practice, including document management, filing, and organization.
• Contribute to the development and implementation of streamlined processes and procedures to enhance operational efficiency.
• Stay up to date with industry trends, regulatory changes, and best practices to ensure compliance and deliver exceptional service.

Client Communication and Education

• Prepare and distribute regular client communications, such as market updates, investment performance reports, and newsletters.
• Assist in organizing and hosting client events, seminars, and webinars to educate clients on financial planning and investment strategies.
• Proactively share relevant financial news, insights, and educational resources with clients to foster engagement and deepen relationships.
• Collaborate with advisors, portfolio managers, and other team members to deliver integrated wealth management solutions to clients.
• Participate in team meetings, contribute ideas, and support colleagues in achieving practice goals.
• Build strong relationships with internal stakeholders to ensure effective cross-functional collaboration.

The Essential Duties and Responsibilities listed are not all inclusive; other duties as assigned will apply

Qualifications and Requirements

• Bachelor or Associates degree preferred; completed college coursework in conjunction with work experience will also be considered
• 2- 3 years industry experience is preferred
• Opportunity to obtain FINRA licenses to include but not limited to Series 7, 66, and/or 63 to support professional growth if desired
• Strong client service skills, first-hand experience interacting directly with customers; a genuine interest in serving and caring for our clients
• Strong attention to detail and organizational skills, with the ability to manage multiple tasks and prioritize effectively.
• Proficiency in using financial software and tools, as well as MS Office suite.
• Knowledge of financial markets, investment products, and wealth management concepts is preferred
• Familiarity with regulatory compliance and industry best practices.
• Ability to work both independently and collaboratively within a team-oriented environment.
• High ethical standards and commitment to maintaining client confidentiality.
• Background check and fingerprinting are required by Law

Joining our wealth management practice as a Client Services Associate 1 offers an exciting opportunity to work in a dynamic and growing industry while contributing to the success of our clients and our practice. If you are passionate about providing exceptional client service, have a keen interest in finance, and thrive in a fast-paced environment, we encourage you to apply.

Job Type: Full-time

Salary: $33,000.00 - $38,000.00 per year

• 401(k)
• 401(k) company match
• Employer Paid, Employee Health Insurance
• Paid Time Off
• Paid Sick Time
• Paid Market Holidays

Compensation Package: Bonus opportunities

Schedule: Monday thru Thursday (7:30am-4pm), Friday (7:30am -2pm)

Experience: Entry-Level Position. One year customer service preferred

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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