In-office Data Entry / Receptionist

Job Description

Job Description

Receptionist / Data Entry/Administrative Assistant

We are a professional financial services office looking for a friendly, organized, and dependable Receptionist / Data Entry / Administrative Assistant to join our team.

The ideal candidate will be comfortable speaking with clients over the phone, scheduling appointments, handling data entry, and supporting day-to-day office operations. Bilingual English/Spanish is preferred.

Responsibilities

• Answer incoming phone calls in a professional and friendly manner

• Schedule and confirm client appointments

• Make outbound follow-up calls to prospective and existing clients

• Assist with appointment setting and client follow-up

• Enter and update client information accurately in our CRM system

• Maintain organized client records and appointment notes

• Assist with seminar and event follow-up

• Help with general office and administrative duties

• Communicate appointment updates and client information with team members

• Assist with other office tasks as needed

Qualifications

• Bilingual English/Spanish is preferred

• Strong phone and communication skills

• Friendly, professional, and comfortable speaking with clients

• Organized and detail-oriented

• Accurate and efficient with data entry

• Comfortable using computers and learning new software

• Dependable and able to follow through on assigned tasks

• Able to multitask in a professional office environment

• Strong customer-service skills

Previous experience in reception, customer service, administrative support, sales support, or data entry is preferred.

Experience using a CRM system is a plus, but training can be provided.

Position Details

Job Type: Full-Time

Work Location: In person

Location: 950 S Pine Island Rd #A-150, Plantation, FL 33324

Schedule: Monday–Friday, 9:00 AM–5:00 PM

What We’re Looking For

We are looking for someone who has a positive attitude, communicates well, stays organized, and takes responsibility for completing tasks.

The ideal candidate will be comfortable making and receiving phone calls, working with clients, and providing professional administrative support. English/Spanish bilingual skills are highly preferred.

How to Apply

Please submit your resume through Indeed. Qualified applicants may be contacted for a phone or in-person interview. You can add a short note like this near the end of the ZipRecruiter posting:

Application Instructions:
Please submit your resume through ZipRecruiter. Please do not call our office regarding this position. Our team will review all applications and will contact selected candidates directly to schedule an interview.

Grady Group of Florida is a financial services company focused on helping individuals and families plan for retirement and protect their financial future. Our team provides personalized service and works closely with clients on retirement planning, insurance, and financial strategies. We are a growing, team-oriented company that values professionalism, organization, strong communication, and excellent client service.

Company Description

Grady Group of Florida is a financial services company focused on helping individuals and families plan for retirement and protect their financial future. Our team provides personalized service and works closely with clients on retirement planning, insurance, and financial strategies. We are a growing, team-oriented company that values professionalism, organization, strong communication, and excellent client service.