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2425 East Camelback Road Suite 640 Phoenix, AZ 85016
Investments and Wealth Management
Receptionist/Client Assistant Role:
Receptionist/Client Assistant will be the face of the company.
Responsibilities will include:
Manage the front desk/reception area including the phones and greeting of guests
Gather daily newspapers for the office
Gather, sort and distribute incoming mail; create postage for outgoing mail
Keep Check Log up to date with checks, check receipt forms and UPS labels
Print trade reports and write expense reports for Financial Advisors
Order supplies for the office and kitchen ordering as necessary
Provide assistance and coverage for other client associates as needed
Communicate with clients and assist with any requests
Provide administrative support to the Financial Advisor(s) and Branch Manager
Monitor moneyline and action items for problems and address as they come up
Maintain updated documentation and letters of authorization/ACH forms
Receptionist/Client Assistant Background Profile:
Bachelor’ s degree in Business, Accounting, or related field
Interest in working in the Financial Services industry
Highly organized and able to multitask
Enthusiastic, Professional, Positive and Reliable persona
At least 1 year of client facing experience, direct Client Associate experience preferred
Experienced in Microsoft Office applications
Experience with SmartStation preferred
Independent self starter
Series 7 registration or ability to attain highly regarded
Features and Benefits of the Client:
Medical, Dental, Vision and Life Insurance
Ability to grow
Disclaimer: sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Nova Davis is a Talent Executive with Frontline Source Group who specializes in full-desk recruitment. Because she works with both clients and candidates, Nova strives to find the perfect match for everyone involved. Nova’s passion is helping people and making a difference in their lives, which is right in line with finding new work opportunities for top quality people! The feedback from her candidates and clients mention her professionalism, positive personality and that she keeps in contact to make the employment transition seamless. Connect with her today to start your search.
Our process is designed to save you time. There’s no need to come in to register. All you need to do is submit your resume through the “Search Jobs” link or the “Upload Resume” link. If you are a fit for this role, and have additional questions, please reach out to Nova directly below.