Estate Planning Consultant jobs in Arizona

Receptionist

We are seeking a dynamic and organized receptionist to oversee the smooth day-to-day operations of our practice while providing exceptional customer service to our prospects, clients, and team members. This role plays a pivotal part in ensuring that every interaction with our firm leaves a lasting positive impression.

About Us:

At Oxford Retirement and Estate Planning in Sun City, AZ, we specialize in providing comprehensive retirement and estate planning services to our clients. With a commitment to integrity and personalized care, we guide individuals and families through the complexities of financial planning, ensuring peace of mind and security for their golden years and beyond. Our team is dedicated to delivering exceptional service and expertise, helping our clients achieve their retirement goals with confidence and clarity.

Requirements:

• communication and interpersonal skills
• organizational abilities and attention to detail
• in Microsoft Office Suite (Word, Excel, Outlook)
• experience in a customer service or administrative role is preferred
• school diploma or equivalent qualification

Responsibilities:

• incoming calls in a friendly and welcoming manner
• an organized, compliant, and efficient filing system
• and distribute incoming mail promptly
• with copying or scanning documents as requested by the team
• client files as needed by the team
• all brochures, packets, and handouts stocked and up to date
• beverages and snacks are available for clients and maintain a running list of pantry items needed
• clients to confirm appointments via email, text, or phone calls, and provide reminders of time and location two to three days in advance
• the advisor's calendar, including appointment rescheduling and updating the office calendar with advisor schedules, meetings, and events
• and manage office supplies to ensure adequate stock levels
• and direct visitors at the front desk energetically and appropriately
• the telecommunication system, including welcome screens, voicemails, telephone messages, and RepChat texts
• daily review sheets for clients with accurate account information
• efforts for food drives, including contacting the food bank for pickups as necessary
• with Office Manager daily to discuss office flow, areas for improvement, and streamlining ideas
• available for approximately four client events throughout the year (4-5 hours approximately per event)
• alongside Marketing Department on calls to clients and prospects as needed
• cleanliness and organization of the lobby, kitchen area, and other designated areas
• all lights and electronics are turned off before closing

Salary:

• $20/hr

Benefits:

• 15 Days PTO per year plus 10 Paid Holidays
• through Thursday 8-5 schedule with Fridays closing at 1:00
• plan with VOYA
• paid $50k life insurance policy
• Dental, Vision

Hours:

• Monday – Thursday: 8:00 am – 5:00 pm
• Friday: 8:00 am – 1:00 pm
• Quarterly client events

Presented by Advisor Employee Services Thank you for your interest in the Receptionist role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!