Job Description
Do you thrive in an organized, customer-focused office environment while managing daily tasks efficiently? Our established financial planning firm in Phoenix, AZ is looking for a Receptionist / Operations Assistant to play a key role in running and coordinating the day-to-day operations in our fast-paced office. Our formula for success has been to put our customers first and treat them with honesty and integrity. A sharp phone presence with excellent listening skills, a love for customer service, and the ability to manage multiple tasks at one time is required to be successful in this role. Are you a strong, proactive office leader eager to share your skills and ideas? We encourage you to apply today!
Minimum Requirements:
- 2+ years of front office reception experience
- Strong proficiency in MS Office with a demonstrated ability to quickly learn and adapt to new software systems
- Experience with Salesforce preferred, but not required
- High School Diploma or equivalent
This position requires that you possess the following skills:
- Strong ability to prioritize tasks and manage time effectively to meet deadlines
- Provide exceptional customer service
- Excellent verbal and written communication skills
- Positive and approachable contributing to a collaborative work environment
- Self-motivated with a strong sense of initiative
- Committed to continuous learning and staying up-to-date with industry trends
- Excellent organizational skills with a focus on detail and accuracy
- Demonstrated consistency in follow-through on tasks and responsibilities
- Ability to work independently while proactively meeting both business and personal goals
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
- Answer phones and direct callers to the appropriate associate
- Greet clients warmly and professionally
- Address client inquiries related to administrative matters
- Receive, sort, and distribute mail and packages
- Assist with inventory management of office supplies
- Perform clerical duties such as photocopying, faxing, and filing
- Provide general administrative and clerical support
- Maintain clean and organized reception area and conference rooms
- Ensure accurate data entry into database/CRM
Thank you for your interest in the Receptionist / Operations Assistant role for Strategy Financial Group, a growth-oriented, independent financial services firm located in Phoenix, Arizona. Please take a moment to explore our website and view the services we provide. Excited about this opportunity? We’d love to hear from you—apply today!
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