Receptionist Jobs

Adelson Group is looking to hire an experienced receptionist. This is a great opportunity to join and work for one of the top growing financ

Adelson Group is looking to hire an experienced receptionist. This is a great opportunity to join and work for one of the top growing financial planning practices, and work as a team member of an independent advisory team of Ameriprise Financial.
As a receptionist you will be at the forefront of delivering a positive client experience with a welcoming and professional atmosphere.

• Part-time (20-35 hours) or full-time position available
• Location: in-person or remote while residing in the State of Florida

Responsibilities:

• Client advocate providing exceptional client service and a referable experience for a high level of client satisfaction. Acting as the first line of response, you will communicate in an open, helpful, and engaging tone and focus on finding the right solution to address questions and resolve issues.
• Greeting clients and potential clients
• Scheduling and confirming meetings

• Managing client’s service models

  • Scheduling and confirming meetings

  • Greeting clients and potential clients

  • Providing necessary follow-up

• Preparing routine client correspondence

• Provide general administrative duties

  • Answering the advisor’s phone

  • Preparing routine client correspondence

  • Assisting clients with secure site

  • CRM documentation

• CRM documentation
• Answering the advisor’s phone
• Providing necessary follow-up
• Assisting clients with secure site
• Maintain consistent and regular client contact to grow and deepen existing client relationships

Required Qualifications:

• Able to independently work with minimal supervision.
• 1 - 3 years relevant experience required.
• Good organization and time management skills. Able to manage multiple priorities and prioritize effectively.
• Exceptional communication skills, both verbally and written. Able to communicate with all levels within the organization.
• Strong computer and software skills.
• Process oriented and can work with a team.
• Experience working in a client service environment providing high level client service.
• Professional, friendly, and enjoys speaking with people.
• Detail orientated

Benefits:

• Professional Career Development Plan – We work with you to identify your desired career path and provide growth opportunities within our practice.
• Company Profit Sharing Plan
• Being a part of a team that truly cares for their clients and one another! Team culture and our environment is VERY important to us – honesty, integrity, excellence, supportive, communicative, collaborative, encouraging, engaging and fun!
• Health Insurance
• 401(k) Retirement Plan – elective deferrals and matching employer contributions
• Excellent training opportunities. Increase your knowledge in the industry with our licensing reimbursement program.
• Competitive salary and incentive program
• Paid vacation time and company observed holidays

About Adelson Group:

Adelson Group is an independent financial advisory team and a private wealth advisory practice of Ameriprise Financial Services, LLC. We are one of the top growing financial planning practices, and one of the top teams in the company. We are proud to share that Adelson Group has been named to the 2023 Forbes Best-in-State Wealth Management Teams list and the president has been named a Forbes Best-in-State Wealth Advisor for 2021-2022, and Forbes Top Next Generation Wealth Advisor for 2018 - 2022 awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. With 10 advisors who care for their staff and their clients, we use outstanding client service and personalized, comprehensive financial advice, to work with our clients passionately to help them plan to achieve their goals so they can experience more confidence now and throughout retirement.

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Full time