Berger Financial Group Hiring for Receptionist at Sun City West, AZ Full Time

Our financial firm in Sun City West is looking for a full-time admin to handle client-facing duties at our front desk as well as general office tasks and general support to financial advisors and tax professionals. The administrative assistant is responsible for creating a warm and inviting environment for our clients and guests – this position is an integral part of our client experience. The ideal candidate would have a high level of attention to detail. Able to work with a team but also able to complete tasks independently, able to research tasks and reach out to outside resources as needed, has a willingness to adapt to an ever evolving industry, and is dedicated to make a long term career investment and grow with the firm.

Key responsibilities include, but are not limited to:

• Greet clients and guests making them feel welcomed into our office
• Answer phones and distribute calls to appropriate staff
• Maintain reception area and office to ensure neat and professional appearance
• Sort, open and distribute mail
• Restock reception area and office supplies
• Schedule client and staff meetings
• Scan in documents as needed for staff
• Assist with all staff members on various projects as assigned
• Timely and accurately maintain all documentation from the client into company systems.
• Develops working knowledge of any systems as they may be implemented and strives to improve current processes.

Qualifications and attributes:

• Exceptional customer service skills and professional phone manner
• Proficiency in Word, Excel, PowerPoint, Outlook
• Must be organized, detail-oriented and able to prioritize multiple tasks
• Has the desire to learn new things with a positive attitude
• Enjoys working in a fast paced environment
• Willingness and ability to learn and use new technology
• Excellent written and verbal communications skills
• Ability to take direction, ask appropriate questions and complete tasks independently
• Handles stress while operating with a sense of urgency and using good judgement
• Ability to effectively present information and respond to questions from managers, clients, customers and the general public.
• Ability to seek out solutions and solve problems

Job Type: Full-time

Pay: $40,000.00 – $45,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: One location