Receptionist Sun City, AZ

Sun City, CA - USA

Monthly Salary: Not Disclosed

Posted on: 13 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Receptionist

Firm: Oxford Retirement and Estate Planning

Location: Sun City AZ

Overview:

At Oxford Retirement and Estate Planning located in Sun City AZ we specialize in providing comprehensive retirement and estate planning services to our clients. With a commitment to integrity and personalized care we guide individuals and families through the complexities of financial planning ensuring peace of mind and security for their golden years and beyond. Our team is dedicated to delivering exceptional service and expertise helping our clients achieve their retirement goals with confidence and clarity.

We are seeking an enthusiastic and outgoing Receptionist to be the smiling face and welcoming voice of our incredible firm! If you enjoy connecting with people building relationships and want to be part of a firm where you can truly make a difference wed love to meet you!

What youll do:

Answer phones and greet clients in a friendly positive and warm manner
Keep the office environment neat tidy and organized to ensure a welcoming atmosphere
Maintain the telecommunication system including welcome screens voicemails telephone messages and RepChat texts
Bake fresh cookies daily as part of the guest experience
Be the first point of contact for prospects and clients
Manage the advisors calendar including appointment rescheduling and updating the office calendar with advisor schedules meetings and events
Ensure beverages and snacks are available for clients and maintain a running list of pantry items needed
Build and improve upon client relationships
Maintain the firms CRM system (Salesforce) through accurate data entry and database management
Sort and distribute incoming mail
Retrieve client files as needed by the team
Keep all brochures packets and handouts stocked and up to date
Contact clients to confirm appointments via email text or phone calls and provide reminders of time and location two to three days in advance
Work alongside the Marketing Department on calls to clients and prospects as needed
Be available for approximately four client events throughout the year (4-5 hours approximately per event)

What Were Looking For:

High school diploma or equivalent qualification
1 years experience in a busy office environment
Prior experience in a customer service or administrative role is preferred
Demonstrates proficiency and confidence working in Microsoft Office (Outlook Word Excel)
Embraces change and adapts quickly to evolving processes
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple 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

What Youll Get:

Pay & Perks:

$22.00/hr - $24.00/hr based on experience
Medical dental and vision insurance
401k plan with VOYA with up to 5% employer match
Profit sharing
Employer paid $50k life insurance policy
PTO and 10 paid holidays
Annual trip and fun firm sponsored activities

Schedule:

In office: Monday Thursday 7:45am 5:00pm Fridays 7:45am 1:30pm
Flexibility to attend events and activities that may take place outside of standard office hours

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: Oxford Retirement and Estate PlanningLocation: Sun City AZOverview: At Oxford Retirement and Estate Planning located in Sun City AZ we specialize in providing comprehensive retirement and estate planning services to our clients. With a commitment to integrity and personal...