Receptionist/Operations Assistant

Heritage Financial Consultants, a successful wealth management and financial planning firm, has an exciting opportunity available for a full-time Receptionist & Operations Assistant to join its Hunt Valley office. The ideal candidate must be customer service focused, MS Office proficient (ideally with CRM experience) and able to carry out the following responsibilities:

• Greet clients in a courteous and professional manner, building rapport & relationships
• Manage all incoming calls & requests and forward as needed
• Sort and distribute incoming mail/FedEx/UPS; post outgoing mail and prepare overnight packages
• Maintain reservations and meeting assignments for 5 conference rooms
• Ensure the breakroom remains stocked and organized
• Draft & distribute corporate communications including calendar entries, monthly newsletter, and firm announcements
• Cultivate relationships with Wholesalers to ensure ongoing content and reimbursement support for sponsored events
• Organize client-facing and employee-focused Heritage events such as Client Appreciation Days, Associates/Staff Meetings and Reward Trips
• Manage Lunch & Learn events including scheduling, room setup, and logistical support
• Coordinate and facilitate new-hire onboarding
• Post content updates to the Heritage HUB Intranet

About Heritage

Heritage Financial Consultants is a financial planning firm, committed to serving as stewards of wealth for our clients nationwide. By taking the time to comprehensively evaluate and understand our clients’ lifestyles and goals, working with their full team of external advisors, and prioritizing regular face-to-face meetings, we build holistic financial plans that protect and grow their wealth, positively impacting their lives over the long term. For more information, visit www.heritageconsultants.com.

Equal Opportunity Employer

Registered associates of Heritage Financial Consultants are registered representatives of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors Corp. CRN-6538713-040924

Minimum Qualifications

Education

• Associates' Degree required
• Bachelor's Degree preferred

Experience:

• Minimum of 1-2 years of relevant work experience in a professional work environment
• Client service experience imperative
• CRM experience preferred but not required

Skills

• Upbeat and friendly personality
• Proficient with Microsoft Word, Excel, Power Point
• Excellent communication and writing skills
• Self-motivated with the ability to meet strict deadlines

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Cockeysville, MD 21030: Relocate before starting work (Required)

Work Location: In person

Salary : $18 - $20