Receptionist - SWMG, LLC

SWMG

Title: Receptionist

Job Details

Time:Full-Time Position with expected 40 hours per week.

Pay: $20/HR plus annual bonus

Dress Code: Business Professional

Hours: Monday - Thursday 8am to 5pm and Friday 8am to 4pm

Benefits: Medical, dental, vision, disability, life insurance, PTO, 401K with Match

Are you looking for a place with a purpose, a place that feels like family, and a place where you can make a difference? If yes, read keep reading...

Fast growing financial planning and investment firm is looking for a warm and invitingReceptionist / Director of First Impressions. This extraordinary person would be extremely personable, charming, and detail oriented. They shouldexhibit the highest integrity and a reputation for putting the client first. This career path offers career growth potential.

Why Strittmatter? Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning tohigh-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. For more information about our firm visit stritttmatterwealth.com. We look forward to meeting you!

Job Duties and Responsibilities

• Be primary on telephones and route calls accordingly
• Greet Clients
• Lite cleaning including trash, vacuuming and restrooms to maintain professional appearance
• Make Cookies or warm muffins for prospect and client meetings
• Handwrite Thank You, Birthday, Anniversary andGet-Well cards daily
• Prepare folders for meetings and seminars
• Data Entry
• Copying scanning, labeling and electronically filing documents
• Maintain office supplies and place orders
• Writing/updating policies and procedures weekly
• Completing trackers weekly
• Other administrative tasks as needed

Job Requirements:

• High school diploma or GED required
• Minimum 10 years' experience as a receptionist, administrative assistant or equivalent in a professional setting
• Proficient in Microsoft Office & Windows (Word, Excel, Outlook) and Adobe Acrobat
• Experience using Client Relationship Management (CRM) software
• Three (3) professional references
• United States citizenship

Skills Necessary:

• Very personable and inviting. We want the clients to feel welcome and appreciated.
• Strong attention to detail with the ability to work independently while embracing team collaboration
• Strong phone skills
• Demonstrate superior customer service at all times
• Ability to manage multiple projects at once with consistent follow-through
• Displays exemplary professional communication skills (verbal and written)
• Commitment to provide high-quality work both to internal and external partners
• Must be professional, courteous and dependable
• Strong interpersonal and relationship building skills

Software used:

• Outlook email
• Redtail CRM
• Microsoft Office (Word/ Excel/ PowerPoint)
• Microsoft Teams
• Industry specific software (Morningstar, eMoney and Pershing 360)

Mission Statement:

• To enrich, educate and advance our client's lives by providing quality investment and planning advice
• Provide the best in class total wealth management services and experience
• To uphold our fiduciary promise by putting our client's interest above our own

Company Values:

To Learn more about our company values, go to https://strittmatterwealth.com/about/our-values/

Why Strittmatter Brochure:

To learn more about what Strittmatter has to offer, download our Why Strittmatter For My Career Brochure at: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://strittmatterwealth.com/wp-content/uploads/2024/06/WHY-SWMG-Careers-web_compressed.pdf

We look forward to meeting you!