Receptionist - Des Moines, IA

Peterson Financial Group is a well-established financial advisory firm located in Des Moines, IA, known for its commitment to providing personalized financial services and comprehensive wealth management solutions. The firm prides itself on fostering strong, trust-based relationships with its clients and delivering exceptional service tailored to individual financial goals. With a reputation for professionalism and integrity, Peterson Financial Group continues to expand its team to support its growing client base and maintain its high standard of client satisfaction.

The role of Receptionist at Peterson Financial Group is pivotal to ensuring the smooth and efficient operation of their office environment. This full-time, in-office position is designed for individuals who are dependable, detail-oriented, and possess excellent interpersonal skills. The Receptionist acts as the first point of contact for clients and prospects, providing a warm and welcoming atmosphere that reflects the firm’s dedication to superior customer service. Responsibilities include managing incoming calls with professionalism, coordinating calendars, maintaining detailed client databases, and supporting various administrative tasks. This position requires handling multi-faceted duties such as ensuring the office environment is impeccable, managing filing systems, assisting with compliance files, and contributing to the team’s overall success.

Working at Peterson Financial Group means joining a dynamic team where your role directly impacts client experience and operational efficiency. The Receptionist is expected to excel in a fast-paced professional setting, enhance client interactions, and support the firm’s day-to-day operations proactively. This opportunity offers not only a competitive salary ranging from $40,000 to $45,000 per year based on experience plus bonus potential but also a comprehensive benefits package including medical, dental, vision insurance with substantial employer contributions, 401(k) plan with matching, profit sharing, life insurance, AD & D coverage, and paid time off. The position operates Monday through Friday, 8 am to 5 pm, within the office, providing stability and a structured work schedule.

This role is ideal for those who thrive in organized, time-sensitive environments and have a passion for client service. Peterson Financial Group values individuals with strong communication skills, both verbal and written, who can maintain a polished professional demeanor and foster positive client relationships. Candidates with experience in office administration, and proficiency in Microsoft Office and various office technologies, will find this role fulfilling. Financial industry experience, while not mandatory, is considered a plus, enhancing the candidate’s ability to contribute meaningfully to the firms mission.

Joining Peterson Financial Group as a Receptionist empowers you to be an integral part of a respected financial services team dedicated to excellence in client care and operational support. This position offers significant opportunities for professional growth within a supportive and collaborative environment, with the added benefit of competitive pay and excellent benefits. If you are seeking a rewarding career with a reputable firm where your organizational skills and client-focused attitude will be valued, consider applying for this exciting opportunity at Peterson Financial Group in Des Moines, IA.