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Front Desk Receptionist

Company: elevation financial group deborah j trouw, cfp
Location: Santa Fe
Posted on: November 19, 2021

Job Description:

Entry level position available to support local financial planning practice in Santa Fe. An ideal candidate will be energetic, professional, friendly, and a self-starter. On the job training and resources are provided to help you succeed. Join us in helping our clients and our community! Duties: Answer phones, relay messages, and transfer to appropriate team member Schedule appointments and manage the office calendar Greet clients and visitors arriving at the office Print reports as needed Prepare mailings Process incoming and outgoing mail, log as necessary Order office supplies Maintain and update client information in CRM (Redtail) Scan and file receipts and documents File documents as needed (daily) Experience: 1 Year Experience in Customer Service (preferred) Proficient in Microsoft Suite Requirements: Professional dress and attitude Ability to work independently Excellent verbal and written communication Ability to complete detailed work accurately Please include a cover letter with your resume. Applications without a cover letter will not be considered. Job Type: Full-time Pay: $17.00 - $20.00 per hour Benefits: 401(k) matching Dental insurance Employee discount Health insurance Paid time off Retirement plan Vision insurance Schedule: 8 hour shift Monday to Friday Supplemental Pay: Bonus pay Education: High school or equivalent (Preferred) Experience: Customer service: 1 year (Preferred) Work Location: One location

Keywords: elevation financial group deborah j trouw, cfp, Santa Fe , Front Desk Receptionist, Administration, Clerical , Santa Fe, New Mexico

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