Receptionist - Financial Firm

Receptionist Advance your career and truly make a difference. We have an existing opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Service Company. Our Retirement Planning firm,  Safeguard Investment Advisory Group  in  Escondido, CA  area is seeking a full-time Receptionist. The candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter. Minimum Requirements: HS Diploma Some experience in working in a professional office and fast-paced environment Proficient skills with MS Office Suite Comfortable and familiar with CRM platforms Industry experience preferred, but not required Position Overview: The primary responsibility of this position is to provide support for the team by organizing and ensuring smooth operations within the office. Always putting clients first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships. Key Responsibilities: Answer phones and greet clients in a friendly, warm manner Ensure vendor supplies are stocked for client meetings Maintain the office environment in an immaculate and organized condition Input prospects into database Develop and mail letters to clients for various purposes upon request Manage Advisors calendar, keep Advisor organized, and prep for all client meetings Set, reschedule and confirm appointments Run errands as needed Keep CRM updated with client interaction Attend seminars/workshops and follow up with the prospects from the seminars Work independently and proactively to meet personal and business goals Assist Advisors with follow up on Marketing Leads General back up support for all other positions consisting of varied tasks as needed Salary Base: Starting at $22/hr. Benefits Health Dental 401(K) If you meet or exceed the expectations described above, please apply today

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