Job Overview

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Compensation

Type:
Hourly
Rate:
Range $15.00 - $20.00
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Benefits

Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Professional development opportunities

Job Description

Our esteemed financial services branch is renowned for delivering exceptional client experiences and fostering a culture of professionalism and collaboration. As a critical point of contact, the branch prides itself on cultivating strong relationships with clients and financial advisors while ensuring seamless operational procedures. We are committed to providing personalized service that meets the dynamic needs of our clientele while maintaining stringent compliance with regulatory standards. This thriving branch environment supports growth and innovation, offering the perfect career platform for individuals passionate about client engagement and operational efficiency.

We are currently seeking a highly organized and detail-oriented Receptionis... Show More

Job Requirements

  • high school diploma or equivalent
  • excellent organizational and multitasking skills
  • strong verbal and written communication abilities
  • ability to maintain professionalism and confidentiality
  • familiarity with regulatory and risk management practices beneficial
  • ability to work effectively in a team environment

Job Qualifications

  • high school diploma or equivalent
  • prior experience as a receptionist or in customer service preferred
  • strong communication and interpersonal skills
  • ability to multitask and manage time effectively
  • proficiency with office software and equipment
  • knowledge of basic financial and cash handling procedures advantageous

Job Duties

  • greet and assist clients and visitors to the branch providing exceptional service
  • create strong partnerships cultivating relationships with clients and financial advisors
  • coordinate branch office business meetings and maintain the branch calendar
  • carry out cash management functions process securities and correspondence and keep records
  • maintain risk awareness and regulatory knowledge

Job Qualifications

Experience

Entry Level (1-2 years)

Job Location

We didn't receive the exact location for this job posting,
please contact the employer.