Receptionist

Fresno, CA, USA|Onsite

Job Overview

Employment Type

Full-time

Compensation

Hourly

Range $15.50 - $20.25

Benefits

Health Insurance

Paid Time Off

Professional development opportunities

Retirement Plan

hybrid work schedule

collaborative work environment

Employee assistance program

Job Description

Veater Financial Group (VFG) is a reputable financial services company operating under the umbrella of Osaic, a prominent entity in the financial advisory sector. Located in Fresno, California, VFG is known for its client-centric approach and commitment to delivering comprehensive financial solutions tailored to the unique needs of each client. As part of Osaic, the company benefits from robust infrastructure, a collaborative environment, and a culture that fosters growth, diversity, and excellence in service. Osaic has recently implemented a hybrid work schedule requiring employees, including those in the receptionist role, to work a minimum of four days per week in the office.

Veater Financial Group is currently seeking a dedicated and professional Receptionist to join their team on a full-time basis, working 35 hours per week. This position is integral to ensuring a positive first impression for clients, guests, prospective clients, and all visitors. The Receptionist will act as the welcoming face of the office, providing exceptional customer service, managing scheduling, and facilitating smooth day-to-day office operations.

The role goes beyond traditional receptionist duties, as the successful candidate will be tasked with supporting client scheduling processes, managing office supplies and expenditures, and maintaining the organization of communal office spaces. They will also be responsible for managing communications, including phone, postage, and virtual meetings, while ensuring all client information in the CRM system is current.

This position requires a person with a friendly and professional demeanor, strong organizational skills, and the ability to multi-task and prioritize responsibilities efficiently. The ideal candidate will be comfortable working in a fast-paced office environment, demonstrate discretion in handling sensitive information, and exhibit a proactive approach to problem-solving and adapting to the evolving needs of the office.

Joining Veater Financial Group offers a chance to contribute to a service-oriented, polished client experience in the financial services industry. The role provides opportunities for growth within an established company that values diversity, equal opportunity, and a collaborative workplace culture. With the support and resources of Osaic, the Receptionist will be a key player in maintaining the operational excellence and client satisfaction that distinguish VFG in the financial advisory community.

Job Requirements

High school diploma or equivalent
Customer-service mindset with a friendly, professional, and dependable approach
High attention to detail, accuracy, and follow-through
Ability to organize work, manage multiple priorities, and meet deadlines with limited supervision
Proficiency with Microsoft Office, Outlook, and general web-based tools
Ability to handle sensitive information with discretion and maintain confidentiality
Strong problem-solving skills and willingness to support changing office needs

Job Qualifications

High school diploma or equivalent
Customer-service mindset with a friendly, professional, and dependable approach
High attention to detail, accuracy, and follow-through
Ability to organize work, manage multiple priorities, and meet deadlines with limited supervision
Proficiency with Microsoft Office, Outlook, and web-based tools
Ability to handle sensitive information with discretion and maintain confidentiality
Strong problem-solving skills and flexibility to support changing office needs

Job Duties

Front desk operations providing phone and lobby greeting communication coverage
Maintain office scheduling system and coordinate President's schedule
Manage the client scheduling process with supervisor assurance of periodic client reviews
Maintain office supplies inventory and ordering including vendor listing and records for accounts payable
Organize workroom, supplies, and staff eating/kitchen areas
Manage operations of phone, postage, virtual meeting accounts, and mail/package systems including accounting for expenditures and record maintenance
Update client files in the CRM system with new contact information and notify supervisor
Manage special event cards for clients and assist with event mailings/communications
Attend staff meetings and assist with referral dinners and other assigned events
Perform other duties necessary for smooth company operation