Position: Ambassador of First Impressions
Department: Life Operations
Reporting to: Lead Ambassador of First Impressions
Overview:
Advisors Excel is looking for an interpersonal, committed individual to join a passionate and driven First Impressions team. In many other organizations the receptionist acts as a lone wolf, handling monotonous tasks, but not here! At AE you would be part of an energetic, collaborative team whose main objective is to serve as a friendly, first impression to our employees, clients and guests.
What you'll do:
- Answer high volume of inbound phone calls with positive, professional demeanor
- Greet and welcome incoming clients, guests, and employees into our office
- Handle processing, packaging and shipping for incoming and outgoing mail
- Support other departments with spreadsheet reporting for a variety of needs
Experience you'll bring:
- Outstanding communication skills, particularly can build rapport over the phone with a variety of personality types
- Motivated self-starter with the ability to manage time while juggling multiple tasks at once
- Provide quality, detailed work in an ever-changing environment
Bonus Points:
- Two or more years customer service experience
- PC knowledge including MS Word, Excel, Outlook
- Previous experience providing administrative support to a busy office
What You'll Get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package upon your start date
- Access to an on-site primary care physician, cafe and gym
- Work hard, play hard work atmosphere
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
Advisors Excel
401(k)
April 26, 2024