Job Description

Do you thrive in an organized, customer-focused office environment while managing daily tasks efficiently? Our established financial planning firm in Phoenix, AZ is looking for a Receptionist / Operations Assistant to play a key role in running and coordinating the day-to-day operations in our fast-paced office. Our formula for success has been to put our customers first and treat them with honesty and integrity. A sharp phone presence with excellent listening skills, a love for customer service, and the ability to manage multiple tasks at one time is required to be successful in this role. Are you a strong, proactive office leader eager to share your skills and ideas? We encourage you to apply today!

Minimum Requirements:

• 2+ years of front office reception experience
• Strong proficiency in MS Office with a demonstrated ability to quickly learn and adapt to new software systems
• Experience with Salesforce preferred, but not required
• High School Diploma or equivalent

This position requires that you possess the following skills:

• Strong ability to prioritize tasks and manage time effectively to meet deadlines
• Provide exceptional customer service
• Excellent verbal and written communication skills
• Positive and approachable contributing to a collaborative work environment
• Self-motivated with a strong sense of initiative
• Committed to continuous learning and staying up-to-date with industry trends
• Excellent organizational skills with a focus on detail and accuracy
• Demonstrated consistency in follow-through on tasks and responsibilities
• Ability to work independently while proactively meeting both business and personal goals

Responsibilities:

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

• Answer phones and direct callers to the appropriate associate
• Greet clients warmly and professionally
• Address client inquiries related to administrative matters
• Receive, sort, and distribute mail and packages
• Assist with inventory management of office supplies
• Perform clerical duties such as photocopying, faxing, and filing
• Provide general administrative and clerical support
• Maintain clean and organized reception area and conference rooms
• Ensure accurate data entry into database/CRM

Thank you for your interest in the Receptionist / Operations Assistant role for Strategy Financial Group, a growth-oriented, independent financial services firm located in Phoenix, Arizona. Please take a moment to explore our website  and view the services we provide. Excited about this opportunity? We’d love to hear from you—apply today!

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