Experienced front desk receptionist (Phoenix/Scottsdale Area)

Job Description

Job Description

Experienced front desk receptionist:

Do you enjoy utilizing organizational, customer focused skills while handling the everyday occurrences in a successfully operating office? Our established financial planning firm in Phoenix, AZ is looking for a Receptionist / Office Assistant to play a key role in running and coordinating the day-to-day operations in our fast-paced office. Our formula for success has been to put our customers first and treat them with honesty and integrity. A sharp phone presence with excellent listening skills, a love for customer service, and the ability to manage multiple tasks at one time is required to be successful in this role. If you are a strong, proactive office leader that is looking to utilize and share their skills and ideas, please apply today!

Minimum Requirements:
• HS Diploma
• 15+ years of front reception office experience

• Proficiency with MS Office and the ability to learn new software quickly

• Experience with Salesforce preferred, but not required

This position requires that you possess the following skills:
• Ability to prioritize projects and manage time
• Provide outstanding customer service
• Excellent communication
• Good-natured, positive attitude
• Self-directed initiative
• A desire for continuous learning
• Strong organizational skills
• Attention to detail and accuracy
• Consistent follow-through• Work independently and proactively to meet business & personal goals

Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
• Answer phones and direct the caller to the appropriate associate

• Greet clients in a friendly, warm manner

• Respond to client inquires on administrative questions

• Receive, sort, and distribute mail, packages

• Assists in the inventory management of office supplies

• Assists with other related clerical duties such as photocopying, faxing, filing

• Provide general administrative and clerical support

• Maintains clean and organized reception area and conference rooms
• Accurate data entry into database/CRM

Thank you for your interest in the Receptionist / Office Assistant role for Strategy Financial Group, an independent financial services firm located in Phoenix, Arizona. Please take a moment to explore our website and view the services we provide. If you feel that you have the skills it takes for the position’s responsibilities listed, please apply today!