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Job Overview
Employment Type
Full-time
Compensation
Salary
Range $40,000.00 - $45,000.00
Work Schedule
Standard Hours
Benefits
Medical
Dental
Vision
401(k)
Profit sharing
Life insurance
AD & D coverage
Paid Time Off
Job Description
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. Th... Show More
The role of Receptionist at Peterson Financial Group is pivotal to ensuring the smooth and efficient operation of their office environment. Th... Show More
Job Requirements
- High school diploma
- 1+ years of experience working in a professional, fast-paced office environment
- Strong proficiency and confidence working across various platforms and operating systems including Microsoft Office
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Strong organizational skills and strong attention to detail
- Proficient with filing, phone systems, faxing, and scanners
- Excellent communication skills
- Polished interpersonal skills and professional demeanor
- Demonstrated proficiency in managing calls with professionalism and courtesy
- Thrive in a time sensitive environment and adaptable to changes without affecting the quality of work
Job Qualifications
- High school diploma
- 1+ years of experience working in a professional, fast-paced office environment
- Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Strong organizational skills and strong attention to detail
- Proficient with filing, phone systems, faxing, and scanners
- Excellent communication skills
- both verbal and written
- Polished interpersonal skills and professional demeanor
- Demonstrated proficiency in managing calls with professionalism and courtesy
- Thrive in a time sensitive environment and adaptable to changes without affecting the quality of work
Job Duties
- Answer phones and greet clients in a friendly, warm manner
- Ensure clients are comfortable and cared for upon arrival
- Ensure vendor supplies are stocked for client meetings
- Accurately record notes from client conversations
- Enter and maintain databases of clients and prospects
- Manage filing system
- Attend and contribute to team meetings
- Calendar management
- Maintain the office environment in an immaculate and organized condition
- Maintain job-related/industry specific compliance files
- Develop, mail, and analyze client satisfaction survey
- Develop and mail letters to clients for various purposes upon request
- Prioritize daily tasks to be proactive in time management
- General back up support for all other positions consisting of varied tasks as needed
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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