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Experienced Financial Services Receptionist
2 months ago
Company Description
Brunette & Associates LLC is an independent wealth management firm located in downtown Indianapolis. The firm specializes in a holistic approach to financial planning and has a combined total of eighty years’ experience in the field. Brunette & Associates works with clients to provide personalized recommendations that follow their strategic approach to wealth management.
Role Description
This is a full-time on-site Receptionist role located in Indianapolis, IN. Our office is relocating to Carmel mid-summer. The Receptionist will be responsible for welcoming clients and managing incoming calls, dictation, client deposits, maintaining client electronic files and handling administrative tasks for the team.
Qualifications
- Client Services and Customer Service skills
- Excellent Communication skills
- Proven track record in Customer Satisfaction
- Basic knowledge of Finance
- Ability to handle multiple tasks and work in a fast-paced environment
- Strong attention to detail
- Proficiency in Microsoft Office applications