Administrative Receptionist
Dodds Wealth Advisors Dodds Wealth Advisors Bellefontaine, OH Bellefontaine, OH Part-time Part-time $18 an hour $18 an hour 1 day ago 1 day ago 1 day ago Administrative Receptionist Job Posting Who We Are:
Dodds Wealth Advisors, a family-owned and family-operated financial planning firm, is seeking an Administrative Receptionist to assist us in delivering a wow experience for our clients.
This is your chance to play a key role in the future success of our fast-growing organization! Our mission at Dodds Wealth Advisors is to walk with others, guiding them to peace of mind and confidence.
We know that money doesn't come with instructions, and we want people to be able to focus on what they care about most.
If you are a self-starter, team player, and share our mission, then we would love to hear from you! Who We Are Looking For:
The Administrative Receptionist plays a vital role in setting the tone for the organization.
As the first and last person clients see when they are in the office, as well as the first person they speak to when they call our office, the Administrative Receptionist is instrumental in making sure clients have a memorable experience.
What to Expect:
Sets the tone of positivity and energetic client interactions within the office Engages clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office Serves as an innovative contributor to creating a wow experience for our clients Handles incoming telephone calls Schedules and confirms client appointments within our office Supports our Advisors with administrative tasks required for account servicing Maintains written documentation of all activities within our internal CRM Coordinates the assembly and mailing of client paperwork Sorts and distributes the mail Coordinates with outside vendors (USPS, Fed Ex, office vendors, etc.
) Assists with coordinating & planning client-focused events Performs other duties as assigned What You Need:
A genuine interest in serving and caring for other people Excellent interpersonal skills Positive attitude and an extraordinary client service orientation Superior phone skills--friendly and helpful in all interactions on the phone Excellent organizational and time management skills and ability to multi-task High proficiency with technology, including but not limited to Microsoft Office Suite Displays the ability to quickly learn and adopt new technology Professional demeanor Attendance is an essential function What We Offer:
Competitive pay Great working environment in a professional office location right in the heart of downtown Bellefontaine Observed Holidays This is your chance to play a key role in the continued success of our company and our team.
For more information about our company, please visit our website www.
doddswealthadvisors.
com.
Given the high demand for this position, we are only able to contact the most qualified candidates.
Job Type:
Part-time Pay:
$18.
00 per hour Expected hours:
15 - 25 per week Schedule:
4 hour shift Day shift Monday to Friday No nights No weekends Ability to commute/relocate:
Bellefontaine, OH 43311:
Reliably commute or planning to relocate before starting work (Required) Application Question(s):
Are you familiar with Dodds Wealth Advisors? If so, what do you know about us? What is motivating you to look for another job? What excites you about being part of our team? What excites you about this position? Please provide direct links for your Twitter, LinkedIn, and Facebook accounts.
How did you hear we are hiring? Please share your compensation expectations.
Education:
High school or equivalent (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Dodds Wealth Advisors, a family-owned and family-operated financial planning firm, is seeking an Administrative Receptionist to assist us in delivering a wow experience for our clients.
This is your chance to play a key role in the future success of our fast-growing organization! Our mission at Dodds Wealth Advisors is to walk with others, guiding them to peace of mind and confidence.
We know that money doesn't come with instructions, and we want people to be able to focus on what they care about most.
If you are a self-starter, team player, and share our mission, then we would love to hear from you! Who We Are Looking For:
The Administrative Receptionist plays a vital role in setting the tone for the organization.
As the first and last person clients see when they are in the office, as well as the first person they speak to when they call our office, the Administrative Receptionist is instrumental in making sure clients have a memorable experience.
What to Expect:
Sets the tone of positivity and energetic client interactions within the office Engages clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office Serves as an innovative contributor to creating a wow experience for our clients Handles incoming telephone calls Schedules and confirms client appointments within our office Supports our Advisors with administrative tasks required for account servicing Maintains written documentation of all activities within our internal CRM Coordinates the assembly and mailing of client paperwork Sorts and distributes the mail Coordinates with outside vendors (USPS, Fed Ex, office vendors, etc.
) Assists with coordinating & planning client-focused events Performs other duties as assigned What You Need:
A genuine interest in serving and caring for other people Excellent interpersonal skills Positive attitude and an extraordinary client service orientation Superior phone skills--friendly and helpful in all interactions on the phone Excellent organizational and time management skills and ability to multi-task High proficiency with technology, including but not limited to Microsoft Office Suite Displays the ability to quickly learn and adopt new technology Professional demeanor Attendance is an essential function What We Offer:
Competitive pay Great working environment in a professional office location right in the heart of downtown Bellefontaine Observed Holidays This is your chance to play a key role in the continued success of our company and our team.
For more information about our company, please visit our website www.
doddswealthadvisors.
com.
Given the high demand for this position, we are only able to contact the most qualified candidates.
Job Type:
Part-time Pay:
$18.
00 per hour Expected hours:
15 - 25 per week Schedule:
4 hour shift Day shift Monday to Friday No nights No weekends Ability to commute/relocate:
Bellefontaine, OH 43311:
Reliably commute or planning to relocate before starting work (Required) Application Question(s):
Are you familiar with Dodds Wealth Advisors? If so, what do you know about us? What is motivating you to look for another job? What excites you about being part of our team? What excites you about this position? Please provide direct links for your Twitter, LinkedIn, and Facebook accounts.
How did you hear we are hiring? Please share your compensation expectations.
Education:
High school or equivalent (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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