What are the responsibilities and job description for the Receptionist position at Northpointe Staffing Professionals?
Receptionist
Individual within supporting the Wealth Management Team. Responsibilities include:
- greet and assist clients and visitors to the branch, providing exceptional service
- create strong partnerships, cultivating relationships with clients and financial advisors, and coordinating with the operations function
- coordinate branch office business meetings and maintain the branch calendar
- carry out cash management functions, process securities and correspondence, and keep records
- maintain risk awareness and regulatory knowledge
Your expertise
- ideally 3 years of relevant branch operations experience
- high school diploma or equivalent (college degree a plus)
- proven written and verbal communication skill
- independent, motivated, proactive and focused to take action
- passionate about the client experience, with strong interpersonal skills
- self-starter who is comfortable managing complex and evolving situations