AdminReceptionist

Modern Wealth Management in Chester Springs PA is seeking an Admin/Receptionist to join our growing team. Client service is our #1 priority and we are looking for someone with the same mindset to join us in this full-time position. You will be working with our team under the direction of our Lead Advisors. To learn more about the firm please visit our website:

Salary & Benefits:

• Starting salary of $55000 to $70000 per year based on experience
• Life insurance
• 100% company paid employee-only premiums for Health Dental & Vision Coverage
• 4% company 401(k) match 100% vested
• Vacation/PTO
• Learning opportunities
• Great working environment with professional growth opportunities
• Healthy work-life balance is a priority to us and we want it to be a priority for you too

Client-Facing Responsibilities:

• Serve as the Director of First Impressions for clients visitors and stakeholders greeting guests warmly answering inquiries and providing assistance and information as needed.
• Schedule and coordinate appointments meetings and conference room bookings ensuring accuracy efficiency and professionalism in all interactions and communications.
• Assist with administrative tasks such as data entry filing and document preparation to support office operations and ensure smooth functioning of day-to-day activities.
• Contribute to the overall client experience by providing exceptional customer service anticipating needs and proactively addressing concerns to ensure client satisfaction and loyalty.
• Follow-up and document work as appropriate in our CRM (Salesforce)
• Attend and contribute to team meetings

Requirements:

• 2 years of experience in customer/client service in a professional office
• Proficient with MS Word Excel and Outlook
• Tech-savvy with the ability to quickly learn to navigate various web-based platforms
• Positive energetic friendly and service-oriented
• Detail-oriented and organized
• Ability to follow/interpret procedures and see tasks and projects through to completion

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward you will be required to fill out a Career History Form and if you are selected to advance in the process you will meet with the firm. Qualified candidates may be asked to take assessments.

At Modern Wealth Management we are committed to fostering a diverse equitable and inclusive workplace where all employees feel valued respected and empowered. We believe that a variety of perspectives and backgrounds strengthens our team and enhances our ability to serve our clients. We welcome and encourage applicants of all backgrounds experiences and identities to apply.