Description:
Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Receptionist/Office Coordinator. This is an opportunity for an intelligent, positive, and responsible person with high initiative, strong communication skills, meticulous attention to detail and a desire to learn.
As a Receptionist/Office Coordinator with Destination Wealth Management you will have the opportunity to work with a team of Certified Financial Planners, Traders, Research Analysts, and Client Service Associates to manage and service a high-net worth client base. You are the hub of all activities in the firm! This is your chance to get your foot in the door and gain experience with a private client wealth management firm.
Requirements:
Job Duties Include:
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Answer and screen incoming calls and emails
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Act as “concierge” to clients visiting the office
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Incoming and outgoing mail coordination
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Maintain office supplies including mailroom and kitchen
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Ad Hoc projects as assigned by your manager
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Organizing conference and meeting room booking
In office day Monday to Thursday. Work from home on Friday
Hours: 8:00AM to 5:00PM
The ideal candidate for the position will possess the following qualifications:
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Strong initiative
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Excellent communication skills
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Able to demonstrate proactiveness
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Operate successfully in a fast-paced environment
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Ability to manage time and resources effectively
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Enjoy being challenged
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Ability to think logically and problem solve
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Able to interact with clients and colleagues alike with a professional, respective attitude
