Job Details

$16.00 + Front Office Advisor (Salina, KS) January 29, 2025

14365921

Located in Salina, KS

Pay: 16.00+

Job Full Description

We are seeking a friendly, organized, and professional Front Office Advisor to support the daily operations of our financial advisory office. The ideal candidate will be the first point of contact for clients and visitors, ensuring a welcoming environment while managing administrative tasks to ensure the smooth operation of the office.

 

• • Greet clients and visitors with professionalism and courtesy.
  • Answer and direct phone calls, take messages, and respond to inquiries.
  • Schedule and confirm appointments for financial advisors.
  • Ensure a positive client experience by offering assistance as needed.

• Administrative Support:

  • Manage office correspondence (emails, mail, packages).
  • Maintain and update client records and files.
  • Assist with preparing client meeting materials, reports, and documents.
  • Organize and maintain office supplies and equipment.

• Office Management:

  • Ensure the office is clean, organized, and properly stocked.
  • Support office staff with basic administrative tasks as needed.
  • Manage office calendars and coordinate meetings for financial advisors.

• Compliance and Confidentiality:

  • Ensure that all client interactions and documents are handled in a confidential and secure manner.
  • Adhere to company policies and regulatory compliance guidelines.

Qualifications:

• Previous experience in an office or administrative role, preferably in a financial services or related industry.
• Strong communication and interpersonal skills.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook) and general office equipment.
• Detail-oriented with excellent organizational skills.
• Ability to multitask and prioritize in a fast-paced environment.
• Professional demeanor and ability to maintain confidentiality.

Desired Traits:

• Positive, friendly, and client-focused attitude.
• Strong problem-solving skills and the ability to handle unexpected situations calmly.
• Team-oriented with a willingness to assist wherever needed.

Salina, KS
2374
2326 Planet Avenue
Salina, KS 67401

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