Receptionist - Gilbert, AZ

Advisor Talent Solutions•Gilbert, AZ

2d•$35,000 - $45,000•Onsite

About The Position

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! We are seeking a strong Receptionist for Saturn Wealth in Gilbert, AZ. The ideal candidate will have at least 2 years 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. This position will assist the Team in maintaining exceptional customer service to help exceed client and regulatory expectations by following day to day tasks such as: Answer phones and greet clients in a friendly, warm manner Ensure vendor supplies are stocked for client meetings Record notes from client conversation in an accurate manner Enter and maintain databases of clients and prospects Manage filing system 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 organizing events, event supplies, and promotional material Assist in the coordination of various vendor/client events Develop and mail letters to clients for various purposes upon request Prioritize daily tasks to be proactive in time management General back up support for all other positions consisting of varied tasks as needed

Requirements

HS Diploma
2+ years 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
Proficient with filing, phone systems, faxing, and scanners
Excellent communication skills; both verbal and written delivered with a sincere and caring attitude
Calendar management
Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work

Nice To Haves

Industry knowledge/experience preferred
Experience with Redtail CRM, Snappy Kraken and Constant Contact a plus

Responsibilities

Answer phones and greet clients in a friendly, warm manner
Ensure vendor supplies are stocked for client meetings
Record notes from client conversation in an accurate manner
Enter and maintain databases of clients and prospects
Manage filing system
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 organizing events, event supplies, and promotional material
Assist in the coordination of various vendor/client events
Develop and mail letters to clients for various purposes upon request
Prioritize daily tasks to be proactive in time management
General back up support for all other positions consisting of varied tasks as needed