Receptionist / Operations Assistant

Do you thrive in an organized, customer-focused office environment while managing daily tasks efficiently? Our established financial planning firm in Phoenix, AZ is looking for a Receptionist / Operations Assistant to play a key role in running and coordinating the day-to-day operations in our fast-paced office. Our formula for success has been to put our customers first and treat them with honesty and integrity. A sharp phone presence with excellent listening skills, a love for customer service, and the ability to manage multiple tasks at one time is required to be successful in this role. Are you a strong, proactive office leader eager to share your skills and ideas? We encourage you to apply today! Minimum Requirements: ? 2+ years of front office reception experience ? Strong proficiency in MS Office with a demonstrated ability to quickly learn and adapt to new software systems ? Experience with Salesforce preferred, but not required ? High School Diploma or equivalent This position requires that you possess the following skills: ? Strong ability to prioritize tasks and manage time effectively to meet deadlines ? Provide exceptional customer service ? Excellent verbal and written communication skills ? Positive and approachable contributing to a collaborative work environment ? Self-motivated with a strong sense of initiative ? Committed to continuous learning and staying up-to-date with industry trends ? Excellent organizational skills with a focus on detail and accuracy ? Demonstrated consistency in follow-through on tasks and responsibilities ? Ability to work independently while proactively meeting both business and personal goals Responsibilities: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: ? Answer phones and direct callers to the appropriate associate ? Greet clients warmly and professionally ? Address client inquiries related to administrative matters ? Receive, sort, and distribute mail and packages ? Assist with inventory management of office supplies ? Perform clerical duties such as photocopying, faxing, and filing ? Provide general administrative and clerical support ? Maintain clean and organized reception area and conference rooms ? Ensure accurate data entry into database/CRM Thank you for your interest in the Receptionist / Operations Assistant role for Strategy Financial Group, a growth-oriented, independent financial services firm located in Phoenix, Arizona. Please take a moment to explore our website?www.strategyfinancialgroup.com?and view the services we provide. Excited about this opportunity? We?d love to hear from you?apply today! Apply Job!