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Financial Services Coordinator

2 months ago

Scottsdale, Arizona, United States Berger Financial Full time
Job Overview

We are seeking a detail-oriented and dedicated individual to join our team as a Receptionist at Berger Financial Group. As a key member of our team, you will play a vital role in creating a warm and welcoming environment for our clients and guests, contributing significantly to the overall client experience.

Key Responsibilities
  • Greet clients and guests, ensuring a professional atmosphere.
  • Answer and direct phone calls to the appropriate staff.
  • Maintain a neat and organized reception area and office.
  • Sort, open, and distribute mail.
  • Restock supplies in the reception area and office.
  • Schedule meetings for clients and staff.
  • Scan documents and assist staff with various projects.
  • Accurately maintain and update client documentation in company systems.
  • Accurately assemble and deliver tax returns for clients.
  • Develop working knowledge of new systems and seek to improve existing processes.
Requirements
  • 1+ years of experience in a receptionist role or similar.
  • Excellent written and verbal communication skills for maintaining strong, professional client relationships.
  • Strong computer skills to navigate the latest financial tools and technology.
  • A proactive problem-solving approach and the ability to seek innovative solutions.
  • Exceptional organizational skills and a strong attention to detail.
About Us

Headquartered in Plymouth, MN, Berger Financial Group has expanded to 8 locations throughout the U.S. We value individuals who can adapt to change, work both independently and as part of a team, and are dedicated to building a long-term career with us. Join us, and together, we'll navigate the financial industry's future while fostering your professional growth.