Front Office Assistant
$23 - $25 per hourLee Wealth Management
Job Description
Job Description
Position Summary
The Front Office Assistant plays a key role in creating a welcoming and professional experience for clients. This position is responsible for managing front desk operations, assisting with administrative tasks, and supporting advisors and staff with day-to-day office functions.
Responsibilities
- Greet clients and visitors in a friendly and professional manner
- Answer and direct incoming phone calls
- Confirm client appointments (Scheduling not needed)
- Maintain client records and update information as needed
- Prepping the conference rooms for client meetings
- Manage incoming and outgoing mail
- Maintain office supplies and coordinate ordering when needed
- Process and organize documents in compliance with office procedures
- Support advisors and staff with administrative projects
- Keep the reception and waiting areas clean and organized
- Assist with client communications and follow-up requests
Qualifications
- High school diploma or equivalent required
- Previous office, administrative, receptionist, or customer service experience preferred
- Strong communication and interpersonal skills
- Excellent organizational and time management abilities
- Proficiency with Microsoft Office (Word, Excel, Outlook)
- Ability to handle confidential information with professionalism and discretion
- Detail-oriented with strong multitasking skills
- Positive attitude and professional appearance
What We Offer
- Competitive pay of $23.00 - $25.00 per hour
- Paid time off and holidays
- Supportive and team-oriented work environment
- Opportunity for professional growth and development
- Stable and rewarding career in the financial services industry
We are a fast growing financial services office dedicated to providing exceptional service and personalized financial guidance to our clients.
Company Description
We are a fast growing financial services office dedicated to providing exceptional service and personalized financial guidance to our clients.
Vacancy posted 6 days ago
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