Front Desk Receptionist / Office Support Assistant

Job Description

Job Description

Join a trusted retirement planning office that has proudly served clients in the financial field for over 20 years here in the Tomball area! We’re seeking a friendly, outgoing Receptionist & Office Support Assistant who enjoys building relationships and creating a welcoming environment for our clients. This is a great opportunity for someone looking for long-term stability and growth within a close-knit, independent office where your role truly makes an impact every day. We offer competitive compensation and advancement. Our ideal candidate should consider this position is in TOMBALL. Professional attitude and attire is a must. Serious candidates will be considered for an interview this week.

*Full or Part Time Position

*Starting pay DOE/negotiable

*Role offers advancement, paid holidays, bonuses & vacation pay

*Hours are structured Mon-Fri *NO Weekends

Primary responsibilities

• Greet all clients and visitors in a friendly, professional manner and maintain a positive and welcoming atmosphere
• Keeping the office tidy, maintain & track supplies/inventory
• Phone duties to include scheduling or confirming appointments, incoming/outgoing calls
• Data Entry
• Keeping highly confidential files detailed, updated and organized
• Assist with general administrative duties as needed
  

Skills

• Outgoing & friendly: people-oriented and committed to establishing and nurturing client relationships.
• Professional appearance, attitude, and attire is a must.
• Strong organizational, multitasking, and computer skills, including experience with Microsoft Office & Excel - a plus.
• Demonstrate excellent verbal and written communication.
• Data entry experience
  

Requirements

• High School Diploma
• Valid driver's license and reliable personal vehicle:  for daily commute and potential work-related travel with proof of auto insurance
• Type 40+wpm
• Clear writing: legible print
• Maintain a mature, professional demeanor and appearance
• Must pass a criminal background check and drug-screening

We are a local office in the Tomball area, providing Retirement Planning and Financial Services to clients for over 20 years. Looking for a candidate that's ready to join a professional & welcoming team.

Company Description

We are a local office in the Tomball area, providing Retirement Planning and Financial Services to clients for over 20 years. Looking for a candidate that's ready to join a professional & welcoming team.