We’re looking for people to join the team who are as excited as we are to help build brighter futures for our clients. We strive to provide the comprehensive and unbiased advice that is missing in our industry. With a foundation that is based on relationships and not transactions, we encourage those with relevant educational and work experience to reach out to us today.
Front Desk Representative
Are you dependable, highly detail-orientated, have great interpersonal skills, and have a passion for client satisfaction? If you are looking for career satisfaction with a dynamic company, we have the opportunity for you! Our successful financial planning firm in Oakbrook Terrace, IL is seeking an administrative assistant to ensure smooth day-to-day operations while providing superior customer service to the firm’s prospective clients, clients, and team members. The ideal candidate will have at least 2 years of office/administrative experience and be able to perform general tasks such as handling calls, calendars, database management, welcoming clients to our office, and making them feel as if they are at home. This team member will be instrumental in ensuring clients have the most memorable, positive experience.
This position requires that you possess the following skills:
Strong organizational skills and strong attention to detail
Proficient with filing, phone systems, faxing, and scanners
Excellent communication skills – both verbal and written
Calendar & CRM management
Must possess a caring and outgoing client first heart
Warm & welcoming personality
Polished interpersonal and presentation competencies
Exceptional phone skills
Sincere and caring attitude
Provide outstanding client service
Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work
Must be able to work occasional evenings and rotating half-days on Saturday
Investment Advisory Services offered through Goldstone Financial Group, LLC a Registered Investment Advisor (GFG).
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