Receptionist - Denham Springs, LA

Presley Wealth Management is a reputable financial planning firm located in Denham Springs, LA. Known for its commitment to providing personalized financial services, the firm focuses on helping clients achieve their financial goals through strategic planning and tailored advice. With a professional team dedicated to excellence and client satisfaction, Presley Wealth Management has established itself as a trusted advisor in its community. The company fosters a collaborative and growth-oriented environment where both clients and employees thrive. Its emphasis on integrity, professionalism, and innovation ensures that clients receive the best guidance possible in managing their wealth effectively. The firm is currently hiring a receptionist for an in-office role with a scheduled workweek from Monday to Friday, 8:00 am to 4:30 pm, with occasional evening hours for client events. The compensation range for this position is $40,000 to $50,000 annually, based on experience, with bonus potential included. Benefits provided by the company include employer-sponsored medical insurance, paid time off, and a 401k plan with match.

The role of Receptionist at Presley Wealth Management is a vital administrative position designed to support the daily operations of the firm. The receptionist acts as the first point of contact for clients, prospects, and visitors, ensuring each encounter leaves a positive and lasting impression. Key responsibilities include managing incoming phone calls with professionalism and warmth, greeting clients, managing scheduling, maintaining client databases, and organizing office materials to ensure compliance and efficiency. The ideal candidate for this role will have at least one year of experience working in a fast-paced professional office environment, demonstrating proficiency with CRM systems and Microsoft Office Suite. Strong communication skills, organizational talents, and a client-centered attitude are essential. This role requires someone who thrives in time-sensitive situations, is adaptable to change, and maintains high-quality work standards under pressure. Additionally, the receptionist will assist in coordinating marketing activities and event participation, contributing to the broader success of client engagement strategies. This position offers an excellent opportunity for career development within a dynamic company that values reliability, attention to detail, and interpersonal skills. Presley Wealth Management supports its employees with a welcoming work environment, competitive salary, and comprehensive benefits. As part of the broader team guided initially by Advisor Talent Solutions during the application process, the new receptionist will be a pivotal team member helping the firm maintain its high level of service excellence and client satisfaction.