Administrative Assistant

Are you a detail-oriented individual with excellent communications skills and a passion for creating positive client experiences?

Financial Design Group is seeking a dynamic and motivated Front Desk Associate to join our team in Toledo. This is an exciting opportunity to contribute to our firms success by serving as the first point of contact with our clients and advisors. Come and grow with us!

THIS IS NOT A REMOTE JOB! Requires onsite work. Thanks!!

Responsibilities:

1. **Client Interaction:** Make a lasting first impression by greeting clients warmly, both over the phone and in person at the front desk.

2. **Concierge Service:** Act as a concierge for clients and advisors, assisting with administrative tasks, document scanning, completing paperwork through e-signature, and maintaining client records.

3. **Technology Proficiency: ** Demonstrate strong proficiency with technology, including the ability to learn and adapt to new software programs efficiently. MUST QUICKLY LEARN AND ADAPT TO NEW TECHNOLOGY.

4. **Organizational Skills:** Maintain a high level of organization, with the ability to multitask effectively in a fast-paced environment.

5. **Administrative Support:** Assist with generating reports from our systems and supporting clients, advisors, and co-workers with day-to-day tasks.

6. **Positive Attitude:** Bring a positive and friendly demeanor to the workplace, with a welcoming smile and an eagerness to provide exceptional service.

7. **Learning and Coachability:** Demonstrate a willingness and ability to learn, adapt, and be coachable in a dynamic work environment.

8. **Financial Knowledge (Preferred):** While not required, familiarity with financial terminology and procedures is a plus.

9. **Phone Skills:** Possess VERY strong phone etiquette and effective communication skills.

Fulltime (8:30-5:00 M-F) or Part-time (min 15 hours)

Wages: $18-$25 per hour based upon experience.