Job Description

Role and Responsibilities

The Receptionist role at BDFS is best suited for an individual who has a welcoming disposition and can stay organized under busy circumstances. This position will report to the Director of Operations but will be assigned various tasks by our Financial Advisors and our Account Representative team. The Receptionist will predominantly handle all incoming calls and scheduling while also handling the following responsibilities:

Greeting clients at front desk

Document scanning and filing

Outgoing and incoming mail

Database upkeep

Keeping the office orderly (i.e. wiping conference room table, washing a client's coffee cup...)

Occasional assistance with various projects

Assisting advisors with administrative tasks

An ideal applicant for BDFS is someone who:

Can handle the pressure of constant interruption

Has a dependable work ethic

Identifies problems but brings well thought out solutions

Chooses to be positive and values a friendly work culture

Is meticulous with detail (for their own work and others')

Chooses to overcommunicate

Plans ahead and can prioritize work in a timely fashion

Qualifications and Education Requirements

Experience working in an office setting is preferred. Minimum education required is a high school diploma. Applicant must be willing and able to pass a background check and drug screening and have a reliable mode of transportation to and from the office.

Necessary Skills

Naturally organized

Sees the value in quality communication

Has a strong attention to detail

Has scheduling experience

Be able to manage time independently

A basic understanding of email, CRM use, and Microsoft Word/Excel

Ability to read and comprehend instructions, short correspondence, and memos.

Ability to write professionally

Ability to effectively present information and respond to questions from clients, associates, and company leadership.

Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form

Ability to define problems, collect data, establish facts, and draw valid conclusions

Strong decision-making skills

Professional appearance

Additional Notes

For anyone considering a career as a Financial Advisor, this role can be used as a great stepping stone in that direction and our Financial Advisors make great mentors!

Some of our top benefits include paid time off, paid holidays, 401k with match and discretionary profit share, family friendly office environment, company wide quarterly goals with reward structure, semiannual career path focused performance review, company paid insurance (inc. short term disability, long term disability, hospital indemnity, basic life), casual Fridays, and early dismissal on Fridays year-round.

This is an in-office position and the candidate will not have the flexibility to work from home.

If you would like to be considered for an interview, please email me at jennifer@bdfsmail.com.

Job Type: Full-time

Pay: $16.00 per hour

Expected hours: 40 per week

Benefits:

401(k) 401(k) matching Paid time off Parental leave Professional development assistance
Schedule:

Day shift Monday to Friday No nights No weekends
Work Location: In person