Receptionist

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

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! Our successful Financial Planning firm in Denham Springs, LA is seeking a receptionist to ensure smooth day‑to‑day operations while providing superior customer service to the firm’s 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.

Qualifications

• HS Diploma
• Minimum 1 year of experience in a professional office and fast‑paced environment
• Proficient skills with MS Office Suite
• Comfortable with CRM platforms
• Industry experience preferred, but not required

Required Skills

• Strong organizational skills and attention to detail
• Excellent communication skills, both verbal and written
• Polished interpersonal and presentation competencies
• Exceptional phone skills
• Sincere and caring attitude
• Thrive in a time‑sensitive environment and adapt to changes without compromising quality

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 each morning for scheduled visits
• Prepare conference rooms for client and prospect visits
• 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 RSVPs, 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
• Provide general backup support for all other positions as needed

Compensation & Benefits

• Salary: $40k - $50k based on experience
• Bonus opportunities
• Employer provided medical insurance
• PTO
• 401k with match

Hours

• In office: Monday – Friday, 8:00am – 4:30pm
• Some evenings required for client events

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