What are the responsibilities and job description for the Receptionist/Administrative Assistant to Financial Advisors position at Wealth Management Services?
About us
Wealth Management Services is a small business in Hershey, PA. We are customer-centric, our goal is to provide excellent service to our investment clients.
Our work environment includes:
- Modern office setting
- Growth opportunities
- Relaxed atmosphere
We are looking for a motivated, reliable and friendly candidate to join our team to be the first point of contact for our clients. The Receptionist/Administrative Assistant will be responsible for answering phones, greeting visitors, scheduling meetings, and supporting our office manager and advisors. This is an exciting opportunity for an organized and detail-oriented candidate to work with a small, friendly team in a fun, high-energy office setting with potential for long term growth.
Responsibilities:
- Answer the phone and greet clients .
- Schedule appointments.
- Manage calendar.
- Maintain confidentiality of client information.
- Assist advisors in fulfilling their client requests.
- Assist Office Manager in day to day operations.
- Make copies and print, scan documents.
- Manage incoming and outgoing mail.
- Maintain organization and cleanliness of office areas.
Pay: $18.00 - $20.00 per hour
Benefits:
- 401(k) matching
- Paid time off
Application Question(s):
- Are you willing and able to pass a criminal background check and be finger printed for clearance ?
Work Location: In person
Salary : $18 - $20