Receptionist

About the role

The Receptionist is responsible for presenting the first impression of Benjmain F. Edwards to our clients. Responsibilities include performing front desk duties for the branch and completing other general office duties as needed.

Responsibilities

• Greet customers or visitors and answer incoming calls.
• Provide telephone assistance by directing calls, taking messages, and answering general questions in an accurate and courteous manner.
• Prepare and send outgoing mail, which may require taking mail to the post office.
• Prepare weekly/monthly mailings of various sales materials.
• Assist with prospecting new customers through mailings, seminars, and telephoning to set up appointments.
• Address client birthday cards and holiday cards for Financial Advisor(s).
• Maintain a neat and tidy lobby area.
• Perform other related duties as assigned.

Qualifications

• Excellent phone etiquette and professionalism.
• Strong verbal communication skills.
• Exceptional customer service skills, friendly and energetic demeanor.
• Good organizational and clerical skills.
• Experience with Microsoft Office Suite.

Education and/or Work Experience

• Minimum of 1 year of general office experience; preferably in Financial Services.

Pay

Between $22.00 to $27.60 per hour.

Work Environment

• Ability to work in a stationary position for several hours at a time.
• Ability to lift up to 25 pounds, occasionally.
• Some filing is required.
• Air-conditioned, smoke-free office environment.
• Routine use of standard office equipment such as computers, phones, photocopiers, and filing cabinets.

About Benjamin F. Edwards

Founded in 2008 and serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve. We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future. We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.