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Job Overview
Employment Type
Full-time
Work Schedule
Standard Hours
Benefits
401k
401K Matching
Dental Insurance
Vision Insurance
Health Insurance
Health savings account
flexible savings account
Life insurance
Disability insurance
Employee assistance program
Flexible Paid Time Off
Job Description
Avior is a distinguished wealth management firm dedicated to empowering individuals to plan their financial futures with intention and live with greater purpose. With a deep commitment to fostering an organizational culture rooted in core values, Avior emphasizes teamwork, service, excellence, and innovation as the foundation of its success. The company’s culture is described as the heartbeat of its success, shaped by a collective dedication to shared values that guide every interaction and effort within the organization. Avior's core values include teamwork - "It’s Not Me, It’s We" - which highlights the belief in leveraging collective strengths to achieve greater... Show More
Job Requirements
- High school diploma or equivalent
- Proven experience as a receptionist or in a customer service role
- Excellent communication and interpersonal skills
- Proficient in Microsoft Office Suite and client relationship management software
- Ability to multitask and prioritize effectively
- Strong organizational skills and attention to detail
- Professional appearance and demeanor
- Ability to work collaboratively within a team
Job Qualifications
- High school diploma or equivalent
- Proven experience as a receptionist or in a customer service role
- Excellent communication and interpersonal skills
- Proficient in Microsoft Office Suite
- Ability to quickly adapt to client relationship management tools
- Strong organizational skills and attention to detail
- Professional appearance and demeanor
- Ability to work effectively in a team environment
- Desire to continuously learn and contribute
Job Duties
- Greet and welcome clients in a professional and friendly manner
- Manage incoming calls and direct inquiries to appropriate personnel
- Maintain a tidy and organized reception area
- Distribute mail and packages promptly and accurately
- Manage office events and activities including travel arrangements and hotel reservations
- Prepare conference rooms for all internal, virtual and client meetings
- Maintain inventory and ordering of office and employee supplies
- Restock client and employee refreshment stations
- Assist with document delivery and collection for wealth or tax departments
- Support scanning, categorization, and filing of documentation
- Document client interactions following Salesforce procedures
- Manage in-person or mailed payments and deposits
- Add postage and mail out client documents including tax returns and payroll documents
- Assist with office culture by coordinating cards and staff lunches
- Assist in preparation and distribution of mass communications
- Manage assigned special projects with confidentiality
- Address and resolve front desk operational issues
- Proactively suggest improvements to enhance efficiency
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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