Receptionist / Director of First Impressions

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Company: EFC Wealth Group, Inc.
Location: Los Angeles, CA 90045 (Westchester area)

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Receptionist/ Director of First Impressions

Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Our fast-paced financial firm in Los Angeles, CA is looking for a strong, detail orientated professional with a positive demeanor and inviting personality. Our formula for success is to put our customers first. If you’re looking for the tools, resources and freedom to build a great future, please contact us today!

Minimum Requirements:

  • Previous experience in customer service and client services
  • Previous client interaction in an office environment
  • Intermediate to advanced computer skills
  • Insurance licensing preferred but not required

This position requires that you possess the following skills:

  • Strong organizational skills and attention to detail
  • Ability to demonstrate persistence to achieve quality
  • Excellent communication – both verbal and written
  • Self-directed initiative
  • Process driven
  • Strong follow-through

Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

Answer the Phones in friendly and warm manner

Maintain day to day tasks and Calendars
Operate with a proactive approach to advisors & clients
Complete & process servicing requests
Maintain Redtail and Infusionsoft CRM Systems
Respond to client inquires as needed
Process transactions
Follow-up as necessary with vendor companies and clients
Assist advisor with pre-appointment preparation
Resolve any issues regarding new accounts, transfers or amendments

Greet and manage all incoming/outgoing visitors

Check in all guests and provide welcoming accommodations

Manage appointment and conference room

Manage readiness of CEO Office and Conference Room appointments

Provide administrative support for Operations team

Assist with employee and visitor parking passes and validation

Maintain a clean and visually appealing office and kitchen space

Organization and ordering of supplies and office equipment

Arranging courier services and tracking package pickup/drop-offs

Perform day-to-day operations, such as filing, scanning, mail distribution, conference room set up, and additional office work

Job Type: Full-time

Salary: $24,000.00 to $30,000.00 /year

Experience:

  • Customer Service: 3 years (Required)
  • Receptionist: 2 years (Preferred)

Additional Compensation:

  • Bonuses

Work Location:

  • One location

Benefits:

  • Dental insurance
  • Vision insurance
  • Retirement plan
  • Paid time off

Typical start time:

  • 9AM

Typical end time:

  • 6PM

This Company Describes Its Culture as:

  • Detail-oriented — quality and precision-focused
  • Aggressive — competitive and growth-oriented
  • Outcome-oriented — results-focused with strong performance culture

This Job Is:

  • A job for which all ages, including older job seekers, are encouraged to apply

Schedule:

  • Monday to Friday