Part Time Receptionist

Company:  Triangle Financial Services, Inc.

Location: Des Moines, IA

Employment term: Regular

Employment type: Part time

Start Date: Immediate

Salary Range: $10-13/hour

Required experience: 1-3 years

Triangle Financial Services is looking for a motivated Receptionist to join our financial services team to provide support to a Financial Advisor & Paraplanner.  We are currently filling a permanent, part-time position with the opportunity to grow with our firm.  

The ideal candidate will have a high degree of professionalism, attention to detail, flexibility, and a commitment to quality customer service.  Our hours of operation are 8-5 Monday – Friday. Applicants must be bondable.

Triangle Financial is a small women-owned financial planning firm with a commitment to serving our long-term clients with personalized, caring advice.   As a small firm, we strive to work effectively and resourcefully in a highly collaborative, family-based environment.

As a growing firm, we believe in nurturing organic growth from within.  For individuals looking to be more than just an Administrative Assistant, we anticipate future opportunities in both marketing and para-planning roles as we continue to expand our client services.

Key responsibilities will include:

  • Greet clients
  • Scan & file all paperwork, statements, confirmations, & correspondence
  • Maintain required compliance documents
  • Maintain client contact records and database
  • Schedule & confirm appointments
  • Answer phone & direct calls/take messages
  • Retrieve & distribute/scan mail
  • May Assist with marketing activities

Job Requirements:

  • Strong customer service and interpersonal skills with attention to detail & professionalism
  • Ability to be resourceful & work effectively both on your own as well as in a collaborative environment
  • Strong level of adaptability and high level of confidentiality and accountability
  • Proficiency in Microsoft Office Suite and desire to learn & adapt industry software to our office needs
  • Must be able to work independently
  • Must have good time management and organization skills
  • Experience in financial services or insurance industry a plus
  • Must pass compliance regulations which include a background check and finger prints


16-25 hours per week

4-5 days per week


Please send resume, cover letter and salary requirements to: Kendra Erkamaa at or to Triangle Financial at 3101 Ingersoll Ave Ste 204; Des Moines, IA 50312