Receptionist - Denham Springs, LA

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

• $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