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Receptionist

Walnut Creek, CA | Full Time
Expired

Job Description

This is an excellent opportunity for a professional who loves working directly with clients, has a proven track record of extreme attention to detail, and wants to work in a fast-paced, challenging, team-oriented, and rewarding environment.

This is a full time role based out of Walnut Creek, California and is 100% in-office that requires working from the office, five days a week. 

The Receptionist ( internal title is Director of First Impressions) is a critical role serving as the first impression for inbound and outbound phone calls and in-office visits.

DUTIES AND RESPONSIBILITIES:

  • Delivering positive, reliable and memorable phone service experiences to our wealth management clients
  • Greeting and assisting our clients as they arrive for appointments as well as assisting "walk-in" clients with whatever needs they may have
  • Prepare coffee for our clients and set our condiments for the day
  • Re-stock supplies, beverages and keep breakroom clean
  • Scheduling and confirming client appointments for the advisor team
  • Receiving all deliveries and routing to the appropriate recipient
  • Directing incoming client phone calls to the assigned service team
  • Seeking to impress our clients with every interaction
  • Focusing on quality and accuracy of work
  • Assisting other team members with tasks and projects as needed
  • Suggesting and implementing process improvements
  • Consistently demonstrating Allworth’s guiding principles

QUALIFICATIONS

  • Passion for excellent service and client satisfaction
  • Excellent verbal and written communication skills
  • Front Desk work experience with heavy scheduling experience preferred
  • Ability to multi-task and prioritize work daily with frequent interruptions
  • Flexibility and embraces change
  • Strong team player and approachable
  • High degree of professionalism
  • Proficient with Microsoft Office applications required
  • Client Relationship Management (CRM) and Document Management workflow systems a plus
  • BS/BA degree preferred; High school diploma or GED required

 

Company Overview

  • Website allworthfinancial.com
  • Headquarters SACRAMENTO, CA
  • Size 200 - 500
  • Founded 1993
  • Type Private
  • CEO PATRICK C MCCLAIN
  • Revenue $50M - $200M
  • Industry Business Services
  • About allworth financial
  • Allworth Financial is an investment financial advisory firm that offers investment management, retirement and estate planning services for businesses.

Career Path for Receptionist

The following is the career advancement route for Receptionist positions, which can be used as a reference in future career path planning. As a Receptionist, it can be promoted into senior positions as a Receptionist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Receptionist. You can explore the career advancement for a Receptionist below and select your interested title to get hiring information.