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Front Desk Receptionist

3 months ago

South Milwaukee, United States DBHW Wealth Partners Full time

Company Description

DBHW Wealth Partners is a financial and tax advisory firm. We provide support and advice to help individuals navigate a lifetime of opportunities. Our services include securities, investment advisory, and insurance services. We are committed to providing personalized financial solutions to meet our clients' needs.


Role Description

This is a full-time on-site role for a Front Desk Receptionist. The Front Desk Receptionist will be responsible for phone etiquette, receptionist duties, clerical skills, and effective communication. They will provide excellent customer service and ensure smooth day-to-day operations at the front desk. The role requires attention to detail, organization, and the ability to handle a variety of tasks.


Qualifications

  • Phone etiquette and effective communication skills
  • Experience with receptionist duties and clerical skills
  • Strong customer service orientation
  • Proficiency in Microsoft Office (Word, Excel, Outlook)
  • Excellent organizational skills and attention to detail
  • Ability to multitask and prioritize tasks
  • Experience in the financial services industry is a plus
  • High school diploma or equivalent