Job Description
Position Responsibilities
Act as a phone receptionist – receive incoming calls, respond to general questions, gather details around client needs
Enter and maintain client information and interactions into various client relationship management systems
Meet and greet clients at Hummelstown location
Maintain, coordinate, and schedule client meetings with Financial Advisors
Prepare documentation, agendas, and reports in advance of client meetings
Communicate post-meeting summary, follow up, and action items to clients
Complete forms for basic policy and account updates
Research and respond to client inquiries
Assist with marketing and logistics for events, conferences, social media, and overall branding
Process and distribute incoming physical mail; send outgoing mail
Assist in creating welcoming office environment for clients, guests, and colleagues
Complete other miscellaneous tasks as assigned by Financial Advisors
Benefits
11 Office Holidays
Simple IRA with match after 1 year of service
Position Qualifications
Previous customer service orientation/experience, 2+ years preferred
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
As part of Roots Financial Group's our recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
