Receptionist

Overview

Firm: Presley Wealth Management
Location: Denham Springs, LA
Overview: Are you dependable and highly detail-oriented with great interpersonal skills and a passion for client satisfaction? If you are looking for career satisfaction with a dynamic company, we have the opportunity for you! Presley Wealth Management, a successful financial planning firm based in Denham Springs, LA, is seeking a Receptionist to support smooth daily operations and deliver exceptional customer service to prospects, clients, and team members. The ideal candidate will have at least 1 year of office/administrative experience and be able to perform general tasks such as handling calls, calendar, and database management and welcoming clients to the office. This team member will be instrumental in ensuring clients have the most memorable, positive experience.

What you’ll do

• Answer phones and greet clients in a friendly, warm manner
• Record notes from every client conversation in the database
• Enter and maintain databases of clients and prospects
• Maintain an organized, compliant and efficient filing system
• Pull appropriate client and prospect files every morning for scheduled visits
• Prepare conference rooms for client and prospect visits
• Manage advisor’s calendar regarding visits scheduling and rescheduling
• Attend and contribute to team meetings
• Maintain the office environment in an immaculate and organized condition
• Maintain job-related/industry specific compliance files
• Assist in coordination and scheduling of marketing calendar
• Coordinate event participation by managing RSVP’s, confirming attendance, scheduling appointments on-site, and conducting post event follow-ups
• Develop and mail letters to clients for various purposes upon request
• Track client referrals
• General back up support for all other positions consisting of varied tasks as needed

What We’re Looking For

• High School Diploma
• Minimum 1 year of experience in working in a professional office and fast-paced environment
• Proficient skills with MS Office Suite
• Comfortable and familiar with CRM platforms
• Strong organizational skills and strong attention to detail
• Self-starter
• Excellent communication skills; both verbal and written
• Polished interpersonal and presentation competencies
• Exceptional phone skills
• Sincere and caring attitude
• Provide outstanding client service
• Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work

Bonus Points

• Industry experience preferred, but not required

Pay & Perks

Pay & Perks: $40k - $50k/year based on experience + bonus potential
Employer provided medical insurance
PTO
401k with match

Schedule

In office: Monday – Friday, 8:00am – 4:30pm
Some evenings required for client events