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Administrative Coordinator

2 months ago

San Diego, California, United States Independent Financial Group , LLC Full time
Job Summary

We are seeking a highly organized and detail-oriented Receptionist to join our team at Independent Financial Group, LLC. As a key member of our office staff, you will be responsible for providing exceptional customer service, managing incoming calls, and maintaining a clean and organized work environment.

Key Responsibilities
  • Manage a high volume of inbound calls, applying critical thinking to route calls correctly and effectively
  • Greet clients and assist with office visits, providing a warm and welcoming experience
  • Maintain the cleanliness of breakrooms and ensure a professional atmosphere
  • Take accurate messages and relay them to the appropriate team members
  • Maintain office meeting conference room calendars and ensure seamless coordination
  • Receive and process shipments and mail, ensuring timely and efficient delivery
  • Provide general administrative support to the office as needed, demonstrating flexibility and adaptability
Requirements
  • Experience in answering multi-line phone systems and providing exceptional customer service
  • Excellent verbal and written communication skills, with a strong focus on accuracy and attention to detail
  • Proficiency in Microsoft Office Suite and ability to learn new software quickly
  • Ability to work in a fast-paced environment, prioritizing tasks and meeting deadlines
  • Previous experience as an Office Assistant/Receptionist in the financial industry is a plus
What We Offer

We offer a competitive benefits package, including company-paid medical, dental, and vision benefits, 401(k) matching, market-level compensation based on experience, and a free on-site fitness center. Our team is dedicated to providing a supportive and inclusive work environment, and we are committed to helping our employees grow and develop in their careers.