Front Desk Receptionist
Crown Haven Wealth Advisors
Carmel, IN US
Posted ago
Crown Haven Wealth Advisors

This position welcomes and directs clients and visitors for a team of Financial Advisors and staff to represent their white glove service wealth management firm.

The Receptionist will be responsible for all scheduling, communication and tracking related to client meetings and events for this high-volume business.

This individual is the first point of contact for all current clients and prospects, and as such must possess a charisma, professionalism, and personality that represents our firm in the best possible light at all times.

Responsibilities

Client Experience and Team Support:

  • Answer phones
  • Communicate with team members in accordance with policies and procedures
  • Coordinate and order meals for meetings
  • Office kitchen upkeep and organization
  • CRM Project Management task lists, account maintenance
  • Document tracking, electronic filing, retention
  • Online access client navigation, maintenance
  • Research seasonal projects as assigned
  • Maintain and distribute Monthly Newsletter
  • Coordinate events
  • Seminar Workshop coordination (Evenings one week/month)
  • Handle media appearances
  • Prefill documents for Advisor use

Expectations:

  • Effectively communicate with clients and team members in a professional manner
  • Maintain a high degree of accuracy and attention to detail
  • Maintain efficient time management and organization skills
  • Complete FINRA and Firm Continuing Education as required
  • Comply with industry and firm Compliance Standards
  • Effectively administer sensitive and confidential information
  • Adhere to the Professional Code of Ethics (Trust, Respect, Integrity, Attitude, Commitment)
Qualifications
  • Administrative experience: 2 - 3yrs
  • Educational requirement: Associate Degree or Higher
  • Background check: Must be able to pass
  • Exceptional verbal and written communication
  • Exceptional interpersonal skills
  • Exceptional organizational skills
  • Willingness to learn and grow within Company
  • Naturally charismatic

Share our Core Values:

  • Do what you say
  • Be yourself
  • Be passionate
  • Keep it simple
  • Have fun
  • Effort does NOT equal results

Display "A" Player traits:

  • Common sense
  • Leadership
  • Problem solving
  • Commitment
  • Own it - right or wrong
  • Dependability
  • Integrity
Compensation
$26,000 - $36,000 per year + bonus, incentives, and benefits
About Crown Haven Wealth Advisors

Crown Haven Wealth Advisors is an independent, holistic, and fiduciary wealth advisory firm. Crown Haven is a self-sufficient and performance based organization built on trust, values and non-negotiable standards of conduct.

Our Mission is to ensure that our clients worry less about their money, and more about their life. Our Vision is to be the last wealth advisor that our clients ever need.

Our Core Values are:

  • Do what you say
  • Be yourself
  • Be passionate
  • Keep it simple
  • Have fun
  • Effort alone does NOT equal results

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