Resilient Wealth Management, Inc., is a boutique financial services company located in the Central Valley. We service over 1000 families, businesses, and individuals nationwide. We are a relationship-based firm that manages our clients with honesty, integrity, and professionalism. As a firm, we relate to our clients like friends and family, and we strive to make a positive difference in their lives. All clients are advised on an individual basis and are provided with financial awareness and education. We are a trusted resource in the community and believe that adversity presents opportunities to showcase our resilience. Our focus is to empower our clients and communities to make sound financial decisions.
Resilient Wealth Management is seeking a part-time Front Office Representative. This is a fast-paced environment so the right candidate must thrive in a structured team environment but recognize when flexibility is needed and can adjust. This is an ideal position for someone who is a fast learner, organized, detail-oriented, and process-focused.
Key Responsibilities Include:
- Greet and welcome guests upon arrival
- Answer, screen, and forward incoming phone calls
- Ensure the reception and conference room area is tidy and presentable, with all necessary stationery and material (e.g. pens, forms, and brochures)
- Provide basic and accurate information in person and via phone/email
- Receive, sort, and distribute daily mail/deliveries
- Order front office supplies and keep an inventory of stock
- Update calendars and schedule meetings
- Perform other clerical receptionist duties such as filing, photocopying, transcribing, and faxing
- Administrative support tasks
Requirements:
- High school degree; Some college preferred
- Additional certification in Office Management is a plus
- Impeccable written and verbal communication skills and business phone etiquette;
- High degree of accuracy and attention to detail;
- Proficient in Microsoft Office Suite and Adobe Acrobat;
- Empathy, respect, and care for others with the willingness to serve;
- Proven work experience as a Receptionist, Front Office Representative, or similar role
- Professional attitude and appearance
- Solid written and verbal communication skills
- Ability to be resourceful and proactive when issues arise
- Excellent organizational skills
- Multitasking and time-management skills, with the ability to prioritize tasks
- Customer service attitude
- Ability to pass a background check before employment. Fingerprinting is required by industry regulations.
Important Items
- This position works in a professional office environment in the Riverpark Area;
- Part-time employment opportunity- Monday through Friday (willing to work around schedule)
- Potential for full-time
- Personal and ambitious goals are highly encouraged and will be supported;
- Dress Code: Business attire required;
www.resilientwealthmanagement.com
Resilient Wealth Management Client Commitment:
At Resilient Wealth Management, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your personal financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Securities offered through Brandon Dixon-James as a registered representative of Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through NWF Advisory, a registered investment advisor not affiliated with Osaic Wealth, Inc. Certain insurance products are offered through New World Financial Insurance, and entity not affiliated with Osaic Wealth, Inc. or registered as a broker/dealer or investment advisor.
Job Type: Part-time
Pay: $19.00 - $25.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Education:
- High school or equivalent (Preferred)
Work Location: In person
