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

Office receptionist for a growing wealth management firm.

Description

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


Lincoln Investment is recognized as one of Philadelphia’s Top Workplaces each of the last ten years, is an independent broker dealer and registered investment adviser that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 355,000 clients representing over $46 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment’s success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of helping people, having fun and enjoying success. Lincoln Investment offers a competitive compensation and benefits package.  

Salary

$15.74 - $18 per hour