Front Desk Associate/ Service Associate Hybrid

📋 Description

• Front desk receptionist and office administrator duties for calls and visits
• Partner with advisors to deliver a high-quality client experience
• Manage calendars and prepare materials for upcoming appointments
• Ensure smooth onboarding and first impressions with clients
• Answer calls and emails; route requests and process transactions
• Maintain office operations, supplies, and notary services as needed

🎯 Requirements

• Excellent verbal and written communication skills
• 1 year of financial services and client service experience preferred
• Detail-oriented with high quality results
• Ability to multitask and prioritize daily
• Flexible and adaptable to change
• Proficient with Microsoft Office and systems navigation

🎁 Benefits

• Medical, dental, and vision insurance
• 401K contributions
• Flexible working arrangements
• Paid time off and holidays
• Equity Purchase Program eligibility
• Healthcare savings accounts with company contribution