Front Desk Receptionist

FFP Wealth Management is seeking a friendly, organized, and dependable Receptionist to support our team and provide outstanding service to our clients. As the first point of contact for our office, you will help create a welcoming, professional atmosphere while keeping daily office operations running smoothly.

This position is ideal for someone who enjoys working with people, pays close attention to detail, and can manage multiple priorities with a positive attitude.

Responsibilities

• Schedule, reschedule, and confirm client appointments.
• Answer incoming phone calls and direct them to the appropriate team member.
• Assist clients with general questions and direct them to team members for additional assistance.
• Greet clients and prospective clients arriving for office meetings.
• Sort and distribute incoming mail and monitor incoming faxes.
• Scan and copy client documents, download documents from our secure portal, and organize documents into the appropriate client folders.
• Schedule and coordinate client events and team events.
• Arrange flowers, memorial contributions, or other acknowledgments for clients experiencing a loss or celebrating a milestone.
• Order office supplies and maintain appropriate inventory.
• Prepare coffee, replenish beverages, and keep the waiting area and beverage station clean and welcoming.
• Attend and participate in staff meetings.
• Assist with other administrative and office duties as needed.

Qualifications

• Excellent communication and interpersonal skills.
• A friendly, professional manner and a commitment to outstanding customer service.
• Ability to build rapport with clients and make others feel welcome.
• Understanding of the importance of protecting confidential client information.
• Strong attention to detail and organizational skills.
• Ability to prioritize tasks and manage interruptions.
• Strong verbal and written communication skills.
• Previous experience with data entry and proficiency with Microsoft Office and Microsoft Outlook.

Pay: $20.00 - $25.00 per hour

Expected hours: 30.0 – 40.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Work Location: In person