Experienced Financial Services Receptionist

2 weeks ago


Indianapolis, United States ARTISTRY WEALTH, LLC Full time
Job DescriptionJob DescriptionDescription:

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.



Requirements:

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

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