Receptionist Gilbert, AZ

Gilbert, AZ - USA

Yearly Salary: $ 35000 - 45000

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Receptionist

Firm: Saturn Wealth

Location: Gilbert AZ

Overview:

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! We are seeking a strong Receptionist for Saturn Wealth in Gilbert AZ.

The ideal candidate will have at least 2 years 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.

What youll do:

This position will assist the Team in maintaining exceptional customer service to help exceed client and regulatory expectations by following day to day tasks such as:

Answer phones and greet clients in a friendly warm manner
Ensure vendor supplies are stocked for client meetings
Record notes from client conversation in an accurate manner
Enter and maintain databases of clients and prospects
Manage filing system
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 organizing events event supplies and promotional material
Assist in the coordination of various vendor/client events
Develop and mail letters to clients for various purposes upon request
Prioritize daily tasks to be proactive in time management
General back up support for all other positions consisting of varied tasks as needed

What Were Looking For:

HS Diploma
2 years of experience in working in a professional office and fast-paced environment
Proficient skills with MS Office Suite
Comfortable and familiar with CRM platforms
Industry experience preferred but not required
Strong organizational skills and strong attention to detail
Proficient with filing phone systems faxing and scanners
Excellent communication skills; both verbal and written delivered with a sincere and caring attitude
Calendar management
Thrive in a time sensitive environment and adaptable to changes without affecting the quality of work

Bonus Points:

Industry knowledge/experience preferred
Experience with Redtail CRM Snappy Kraken and Constant Contact a plus

What Youll Get:

Pay & Perks:

$35000 - $45000/year based on experience
Health Insurance
401k with matching
3 weeks vacation

Schedule:

In office: 8am-5pm Monday- Thursday
8am-2pm Friday

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: Saturn WealthLocation: Gilbert AZOverview: 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! We are seeking...