Receptionist

About American State Bank:

For over 50 years, we have been committed to providing our customers with high-quality products and exceptional customer service. Our goal is to make sure our customers have adequate tools to successfully manage their financial health. We are family owned and family oriented. You have a life outside of work, so we encourage flexibility to make sure you have a healthy work-life balance. We employ a large group of individuals who are living examples of our professional, yet fun culture. We are invested our communities and take great pride in the different ways we can volunteer and show our support.

The Opportunity

We are seeking a professional, friendly, and detail-oriented Client Services Receptionist to join our team. This vital role serves as the first point of contact for clients and visitors and plays a key part in ensuring a smooth, welcoming, and engaging experience. In addition to traditional front desk and administrative responsibilities, this position provides marketing and CRM support to help strengthen client relationships and drive long-term engagement.

Count On To:

• Greet clients and visitors with warmth, professionalism, and genuine care.
• Ensure meeting spaces are clean, organized, and thoughtfully prepared for client appointments.
• Offer refreshments and provide a comfortable, welcoming environment for waiting clients.
• Anticipate individual client preferences and personalize in-office experiences accordingly.
• Confirm appointments, send reminders, and follow up post-visit to ensure satisfaction.
• Maintain a tidy reception area that reflects the firm’s high standards.
• Assist clients with basic inquiries and ensure they are promptly directed to the appropriate advisor or team member.
• Handle confidential information with discretion and professionalism.
• Schedule and confirm client appointments by phone, email, or text in a timely and friendly manner.
• Prepare meeting packets and summaries for advisors in advance of client visits.
• Provide clear instructions and directions for new or visiting clients to ensure a smooth arrival experience.
• Monitor voicemails, emails, and CRM tasks to ensure client communication is followed up quickly and professionally.
• Assist with planning and executing client appreciation events, educational seminars, and community outreach activities.
• Prepare event materials, manage guest lists, track RSVPs, and support day-of logistics.
• Coordinate personalized client outreach, such as birthday cards, holiday greetings, and milestone acknowledgments.
• Help distribute firm newsletters, market updates, and other client communications.
• Maintain and update records in the firm's CRM system to ensure accurate client data and service tracking.
• Regularly update client records in the CRM with notes, preferences, and engagement history.
• Track key client interactions to support service continuity and compliance.
• Run CRM reports to support advisor insights, client segmentation, and marketing initiatives.
• Assist with general administrative tasks such as document scanning, data entry, filing, and office supply management.

Knowledge And Skills:

• High school diploma or equivalent required; associate’s or bachelor’s degree in business, communications, or marketing preferred.
• Previous experience in a receptionist, client services, or administrative role—ideally in financial services or a professional office setting.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook); CRM experience (e.g., Redtail, Salesforce) is a strong plus.
• Exceptional interpersonal and communication skills—both written and verbal.
• Strong attention to detail, organizational skills, and the ability to multitask in a fast-paced environment.
• Friendly, team-oriented personality with a genuine desire to help others.
• Ability to maintain confidentiality and demonstrate discretion at all times.

Benefits

Healthcare (medical, vision, dental)

Competitive Compensation

Community Involvement Incentives

Paid Vacation & Sick leave

Paid Holidays

Paid Maternity & Parental Leave

401(k) with matching contribution

Team Building Activities

Apparel Reimbursement

Our Values

Integrity

Dedicated

Community

Caring

Innovative

Equal Opportunity Employer I Member FDIC I Affirmative Action