What are the responsibilities and job description for the Receptionist position at Soltis Investment Advisors?
Company Overview
Soltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, has been delivering innovative investment solutions since 1993. We create, build, and manage wealth for individuals and institutions, allowing our clients to focus on life’s most important pursuits.
We are seeking a part-time Receptionist to join our St. George office. This role involves working 15-25 hours per week, Monday through Friday, with varying shifts between 7:30 AM and 6:00 PM. The ideal candidate will be a detail-oriented team player who serves as the first point of contact for visitors, providing a warm, welcoming, and professional greeting.
Responsibilities
- Phone and Communication Management: Answer and direct incoming calls with professionalism, ensuring messages are delivered promptly and accurately.
- Mail and Correspondence Handling: Receive, sort, and distribute incoming mail and packages. Prepare outgoing mail as needed.
- Visitor Reception: Act as the first point of contact for visitors, providing a warm and professional welcome to clients, vendors, and guests.
- Custodian of Deposits: Oversee and manage custodian deposits, ensuring proper documentation and timely processing.
- Client Recognition Initiatives: Organize and manage programs to recognize and celebrate client milestones, fostering strong relationships.
- Event Coordination: Assist in planning and executing special events, including office gatherings and client appreciation events.
- Alternative Investment Reporting: Compile, maintain, and distribute accurate reports on alternative investments.
- Office Errands: Perform various errands to support office operations, including supply runs and other ad hoc tasks as needed.
Qualifications
- Education: High school diploma or equivalent work experience is required.
- Positive Attitude: Maintain a friendly and approachable demeanor, even in high-pressure situations.
- Communication Skills: Demonstrate excellent verbal and written communication abilities, ensuring clarity and professionalism in all interactions.
