Receptionist

Job Description

Job Description

Job Summary:

The Receptionist is responsible for presenting the first impression of Benjmain F. Edwards to our clients. Responsibilities include performing front desk duties for the branch and complete other general office duties as needed. 

Essential Duties & Responsibilities: 

• Greet customers or visitors and answer incoming calls. Provide telephone assistance by directing calls, taking messages and answering general questions in an accurate and courteous manner.
• Prepare and send outgoing mail, which may require taking mail to the post office. 
• Prepare weekly/monthly mailings of various sales materials. 
• Assist with prospecting new customers through mailings, seminars and telephoning to set up appointments. 
• Address client birthday cards and holiday cards for Financial Advisor (s)’. 
• Maintain a neat and tidy lobby area. 
• Perform other related duties as assigned. 

Qualifications: 

• Excellent phone etiquette and professionalism. 
• Strong verbal communication skills. 
• Exceptional customer service skills, friendly and energetic demeanor. 
• Good organizational and clerical skills. 
• Experience with Microsoft Office Suite. 

Education and/or Work Experience: 

• Minimum Work Experience Required: 1 year of general office experience; preferably in Financial Services 

Pay Range  

• Between $22.00 to $27.60 per hour

Work Environment: 

This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an airconditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. 

About Benjamin F. Edwards

If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve. 

We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future. 

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement. 

We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off. Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.

Benjamin F. Edwards is an Equal Opportunity Employer.

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