Receptionist Savannah, GA

Savannah, GA - USA

Yearly Salary: $ 46000 - 52000

Posted on: 10 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Receptionist

Firm: Howard Financial Group

Location: Savannah GA

Overview:

Are you a personable professional with a talent for ensuring operations flow seamlessly Howard Financial Group located in beautiful Savannah GA is seeking a Receptionist (Director of First Engagement) to serve as the welcoming face and voice of our dynamic financial office. If you enjoy greeting clients with genuine warmth scheduling appointments between team members and prospects and solving challenges with a proactive approach this is an excellent opportunity to make an impactful contribution to our team.

What youll do:

Schedule inbound and outbound calls and visits (primarily by phone) for prospective clients and client consultations
Answer phones and greet clients in a friendly positive and warm manner
Be the first point of contact for prospects and clients
Maintain the firms CRM system (Salesforce) with prospect and client interactions
Keep the office environment neat tidy and organized to ensure a welcoming atmosphere
Receive sort and distribute daily mail/deliveries
Order front office supplies and keep track of inventory
Assist with the preparation and organization of seminars and workshops including set-up and clean-up before and after events
Coordinate travel and hotel accommodations
Other projects/duties as assigned for the overall benefit of the organization

What Were Looking For:

High School Diploma
1 years experience in an administrative role
Demonstrates proficiency and confidence working across various platforms and operating systems
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Excellent communication; written and verbal
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct especially when handling confidential client information and financial matters
Embraces change and adapts quickly to evolving processes

Bonus Points:

Financial industry experience is a plus!
Possess an entrepreneurial mindset

What Youll Get:

Pay & Perks:

$46000 - $52000/year based on experience SPIFF bonus opportunities
Health insurance reimbursement
PTO
401(k) after 1 year of employment

Schedule:

In office: Monday Friday 9:00am 5:00pm
Some evenings required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Junior IC

Position: ReceptionistFirm: Howard Financial GroupLocation: Savannah GAOverview: Are you a personable professional with a talent for ensuring operations flow seamlessly Howard Financial Group located in beautiful Savannah GA is seeking a Receptionist (Director of First Engagement) to serve as the we...