What are the responsibilities and job description for the Front Desk Receptionist position at Ford Financial Group?
Company Description
Ford Financial Group is a leading independent financial consulting firm dedicated to a client-centric approach, prioritizing the interests of clients above all else. Established in 1992, the firm has experienced steady growth and manages brokerage and advisory assets through LPL Financial. Ford Financial Group combines the resources and experience of a national firm with the personalized service of a boutique organization. The firm is committed to providing financial security and confidence for its clients while maintaining a transparent, quota-free business model. Based in Fresno, California, Ford Financial Group continues to uphold its mission of delivering exceptional service with integrity.
Role Description
This is a full-time, on-site role located in Fresno, CA, for a Front Desk Receptionist. The Front Desk Receptionist will serve as the first point of contact for clients, managing phone calls, scheduling appointments, and handling inquiries with professionalism and courtesy. Daily tasks include carrying out receptionist duties, maintaining a welcoming front office environment, and performing general clerical tasks such as data entry, filing, and document management. The role also involves ensuring exceptional customer service by addressing client needs and fostering a positive experience.
Qualifications
- Strong Phone Etiquette and Receptionist Duties skills
- Proficiency in Clerical Skills, including data entry, filing, and document management
- Exceptional Communication and Customer Service abilities
- Organizational skills and attention to detail
- Proficiency with office tools and software (e.g., Microsoft Office) is a plus
- Previous receptionist or front desk experience is advantageous