Admin/Receptionist

Chester, PA, USA|Onsite

Job Overview

Employment Type

Full-time

Compensation

Type:

Salary

Rate:

Range $55,000.00 - $70,000.00

Work Schedule

Standard Hours

Benefits

Life insurance

Health Insurance

Dental Insurance

Vision Insurance

401(k) match

vacation

learning opportunities

Job Description

Modern Wealth Management, located in Chester Springs, Pennsylvania, is a distinguished financial advisory firm specializing in comprehensive wealth management services. With a strong commitment to serving our clients' financial needs, we provide tailored solutions that support long-term financial success. Our firm prioritizes client service above all else, fostering trust and building lasting relationships by delivering personalized advice and proactive strategies. As a company, we pride ourselves on a collaborative team environment where professional growth and a healthy work-life balance are highly valued. We encourage a culture of learning and support, ensuring that each team member contributes meaningfully to the firm's... Show More

Job Requirements

2 years of experience in customer/client service in a professional office
Proficient with MS Word, Excel, and Outlook
Tech-savvy with the ability to quickly learn to navigate various web-based platforms
Positive, energetic, friendly, and service-oriented
Detail-oriented and organized
Ability to follow/interpret procedures and see tasks and projects through to completion

Job Qualifications

Two years of experience in customer/client service in a professional office
Proficient with MS Word, Excel, and Outlook
Tech-savvy with the ability to quickly learn to navigate various web-based platforms
Positive, energetic, friendly, and service-oriented
Detail-oriented and organized
Ability to follow/interpret procedures and see tasks and projects through to completion

Job Duties

Serve as the director of first impressions for clients, visitors, and stakeholders, greeting guests warmly, answering inquiries, and providing assistance and information as needed
Schedule and coordinate appointments, meetings, and conference room bookings, ensuring accuracy, efficiency, and professionalism in all interactions and communications
Assist with administrative tasks, such as data entry, filing, and document preparation, to support office operations and ensure smooth functioning of day-to-day activities
Contribute to the overall client experience by providing exceptional customer service, anticipating needs, and proactively addressing concerns to ensure client satisfaction and loyalty
Follow-up and document work as appropriate in our CRM (Salesforce)
Attend and contribute to team meetings

Job Qualifications

Experience

Mid Level (3-7 years)

Job Location

We didn't receive the exact location for this job posting,

please contact the employer.

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