Receptionist - First Impressions Associate
4 days ago
Are you a natural at making people feel welcome and valued? As the Receptionist - First Impressions Associate at Vantage Point Financial, you'll be the face and voice of our firm, creating memorable first impressions and ensuring every client feels prioritized and cared for. Join a growing, dynamic financial planning firm with a commitment to empowering our clients and community to achieve more than they imagined. This role isn't just about managing a front desk; it's an opportunity to shape the client experience and be part of a supportive, goal-driven team.
Responsibilities
•Be the warm, professional first point of contact for all visitors and callers, creating a welcoming environment that reflects our brand.
•Manage and coordinate the client review schedule, ensuring timely and seamless interactions that keep clients informed and engaged.
•Build strong, lasting relationships with clients to deliver concierge-level service that anticipates their needs and exceeds expectations.
•Manage incoming calls efficiently, directing them appropriately and ensuring a seamless experience for clients and team members.
•Schedule and confirm client appointments, coordinating calendars to optimize our team's productivity.
•Provide administrative support including mail handling, travel arrangements, and document preparation.
•Maintain organization of the office, supplies, and general space to support a professional and efficient workplace.
•Assist with event and meeting planning, supporting both internal and client events.
Qualifications
We're looking for those who:
•Has a minimum of 5 years of experience in a Receptionist or Administrative Assistant role.
•Exudes professionalism with excellent phone etiquette and both written and verbal communication skills.
•Is exceptionally organized, with experience managing calendars and handling multiple priorities effectively.
•Brings a detail-oriented mindset, ensuring accuracy in every task.
•Is proficient in Microsoft Office Suite and quick to learn new technologies.
•Holds Bachelor's degree in Business Administration or a related field, or equivalent experience.
•Has experience in the financial or investment industry (a plus).
•Demonstrates a positive attitude, dependability, and an enthusiasm for providing outstanding client care.
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