Shelgren Financial Group - Chambers Bay Receptionist University Place, WA · Full time

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Shelgren Financial Group - Chambers Bay is a growing wealth management firm based in University Place. Our office is team focused, with multiple financial advisors. We have a collaborative approach both within our office and with our clients. Our ultimate goal is to serve our clients through their financial walk of life – while they build wealth, encounter financial decisions and strategize distribution and transfer. We take pride in delivering a high level of service and are always striving to be better.

This person will be representing our firm by greeting clients, answering the phones, scheduling appointments and other important support duties. This role works closely with our Operations Associate on a variety of projects and preparation for meetings.

 

Requirements:

·        Positive attitude and extraordinary client service skills

·        Exceptional team player

·        Highly efficient and system oriented

·        Takes initiative and follows through

·        Superior accuracy and high attention to detail

·        Strong analytical/critical thinking skills

·        Must be 18 or older

Responsibilities include but are not limited to:

·        Greeting clients and answering phones

·        Coordinating multiple calendars for scheduling

·        Assist meeting preparation – including reminders and reports

·        Maintain client records – CRM database

·        Branch administrative support

We offer:

·        A supportive and professional work environment

·        An hourly wage commensurate with experience and benefits

·        An opportunity for professional growth and advancement

Chambers Bay Wealth Management is a growing wealth management firm based in University Place. Our office is team focused with multiple advisors. We have a collaborative approach both within our office and with our clients. Our ultimate goal is to serve our clients through their financial walk of life – while they build wealth, encounter financial decisions and strategize distribution and wealth transfer. We take pride in delivering a high level of service and are always striving to be better.