Position Overview
The Receptionist is an employee of an independent contractor Financial Advisor. This person reports to the District Advisor, who leads a team of independent contractor Financial Advisors and the administrative personnel they employ.
Receptionist:
-Ensures a consistently exceptional experience for all
clients served by the local team
-Supports the mission of the parent company, First Command*
You will be responsible for maintaining all office standards
in an effective and efficient manner to ensure the District
runs smoothly. 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
-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
Pay: $17.00 - $18.00 per hour
Work Location: In person
