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
- 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 email@example.com or to Triangle Financial at 3101 Ingersoll Ave Ste 204; Des Moines, IA 50312