Receptionist

2 weeks ago

Oceanside, United States First Command Financial Services Full time

First Command Financial Services is committed to helping military families get their financial lives squared away. As we continue to expand our team, we are seeking talented individuals who have an internal drive, a passion for the military and a desire for professional growth.

Position Overview The Receptionist supports the First Command District Advisor, who leads a team of Financial Advisors and administrative staff. This role is critical to ensuring all clients feel welcome and receive exceptional service in all interactions with the firm. As a key member of our local support staff team, you will:

  • Promote a consistently exceptional client experience
  • Greet and interact with clients in person and on the phone
  • Maintain client and prospect files in the client database, including current contact information
  • Schedule and confirm appointments
  • Work with the district and office to maintain a marketing events calendar and plan, and assist with marketing events as needed
  • Manage office communications and record keeping requirements for compliance purposes

What We Offer

  • Competitive wages
  • Pleasant work environment
  • Opportunities for professional development
  • The ability to be in control of your career trajectory
  • Portable career opportunities throughout the United States and overseas

Desired Qualifications

  • Excellent organizational, written and verbal communication skills
  • Proficient in basic computer skills and Microsoft Office, specifically Outlook, Word and Excel
  • Ability to handle multiple tasks and thrive in a fast-paced environment
  • Self-motivated
  • High school diploma
  • Satisfactory completion of background check, fingerprinting and required employment documentation, as well as any screening/hiring tool if required by hiring district

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