Office Assistant/Receptionist Job Vacancy in Renaissance Wealth Management Bethlehem, PA 18017 – Latest Jobs in Bethlehem, PA 18017
Are you looking for a New Job or Looking for better opportunities?
We got a New Job Opening for
Full Details :
Company Name : Renaissance Wealth Management
Location : Bethlehem, PA 18017
Position : Office Assistant/Receptionist
Job Description : Compensation$15 to $18 HourlyBenefits OfferedSIMPLE IRA w/Match, Paid Holiday, Sick-Time, Vacation PayEmployment TypeHybrid: On-Site & RemoteThis is NOT a secretary position; you will need to bring so much more to the table to be a member of our team.Renaissance Wealth Management, an established wealth management firm, is seeking a Director of First Impressions to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our client-centric organization!As our client’s partner, we seek to bring clarity around their wealth: why they build it, how to manage it, and, most of all, to do “good” with it. It means that every member of our team is a “stakeholder” in this common mission regardless of their position. It is this clarity of purpose that makes a team member in our organization. Can you qualify?Job DescriptionThe Director of First Impressions plays an essential role in setting the tone for the organization. As the first and last person clients see when they are in the office, the Director of First Impressions is instrumental in ensuring clients have a positive experience.Responsibilities & Activities-Greeting clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.-Handles incoming telephone calls and manages call flow to team members.-Sorts and distributes the mail.-Sends periodic client correspondence. (physical and digital)-Coordinates the assembly and mailing of client paperwork. (physical and digital)-Following up on client paperwork at all stages.-Handles calendars for the Wealth Advisor(s) and others in the office.-Orders and handles office supplies.-Coordinates outside vendors.-Develops, mails, and analyzes client satisfaction surveys and other similar data.-Maintains written & digital documentation (systems) of all activities.-Database entry, reports generation, etc.-Perform other duties as assigned.Knowledge, Skills, & Abilities (Required)-Excellent interpersonal skills.-Excellent attitude and an extraordinary client service orientation.-Superior phone skills—friendly and helpful in all interactions on the phone.-A genuine interest in serving and caring for other people.-Excellent organizational and time management skills and ability to multi-task.-Professional demeanor & dress.-Proficiency with Microsoft Office Suite.-Zoom, Google Meet calling.-Ability to type 65 wpm. (minimum).-Attendance is an essential function.Salary is commensurate with experience. We offer a great working environment in a beautiful and professional office located in Bethlehem, PA. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients’ lives.Job Types: Full-time, Part-timePay: $15.00 – $18.00 per hourBenefits:Paid time offProfessional development assistanceRetirement planSchedule:Monday to FridaySupplemental Pay:Bonus payCOVID-19 considerations:All Visiting Clients are required to wear masks.Education:Associate (Preferred)Experience:Microsoft Office: 2 years (Preferred)Databases/Data Entry: 2 years (Preferred)Work Location: One location
This post is listed Under Pennsylvania jobs
Disclaimer : Localpublic.in works to publish latest job info only and is no where responsible for any errors. Users must Research on their own before joining any company
