Front Office Associate
Lifespan Financial Strategies Lifespan Financial Strategies Weston, FL Weston, FL Full-time Full-time $47,000 - $50,000 a year $47,000 - $50,000 a year 2 days ago 2 days ago 2 days ago WHO WE ARE:
Lifespan Financial Strategies, a wealth management and financial planning firm, is seeking a Front Office Associate to assist us in our mission of helping clients achieve their financial goals.
Our motto at Lifespan is 'Planning for Life' and we take that to heart.
Our services and communication style has been designed to help our clients succeed and get the most out of life.
With the foundation of understanding that finances play a connected role to many aspects of our lives, we approach decisions knowing that every action has both a financial and a personal impact.
WHO WE WANT:
The Front Office Associate plays an important role in setting the tone for the organization.
As the first and last person clients see when they are in the office, the Front Office Associate is instrumental in making sure clients have a positive experience.
WHAT TO EXPECT:
Serve as primary point of contact for our company.
Greet clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.
Coordinate logistics of client meetings including on-boarding, collecting necessary documents and payment.
Maintain calendars for the team, including scheduling meetings, appointments, and travel arrangements.
Exercise discretion in committing time and evaluating needs.
Answer all incoming telephone calls and direct clients to appropriate team member.
Keep the team advised of time-sensitive and priority issues, ensuring appropriate follow- up.
Determine priority of matters of attention for the team; redirect matters to other team members to handle, or attend to matters personally, as appropriate.
Sort and triage mail; maintain e-mail and other address directories.
Coordinate the assembly and mailing of client paperwork.
Order and maintain office supply inventory.
Coordinate with outside vendors for services to be provided such as cleaning services, printing services, and marketing vendors.
Other additional and/or alternative duties as assigned from time to time.
WHAT YOU NEED:
Excellent interpersonal skills.
Bachelor's degree preferred.
Three to five years' prior experience in supporting a senior executive or team.
Excellent computer skills, including proficiency with Microsoft Office Suite (Outlook, Word, PowerPoint, and Excel).
Exceptional writing, editing, and proofreading skills.
Excellent attitude and an extraordinary client service orientation.
Superior phone and email skills--friendly, helpful, and professional in all interactions.
Excellent organizational and time management skills.
Attendance is an essential function.
Benefits:
Health Insurance.
Dental & Vision Insurance.
Voluntary Term Life Insurance.
401(k) Retirement Plan with employer matching (Pre-Tax and Roth contribution options).
Paid Time Off.
Parental Leave.
Paid Holidays.
Smokers need not apply.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
All offers of employment at Lifespan Financial Strategies are contingent upon clear results of a thorough background check.
Background checks will be conducted on all final candidates.
Job Type:
Full-time Pay:
$47,000.
00 - $50,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Parental leave Vision insurance Schedule:
Monday to Friday Education:
Bachelor's (Preferred) Ability to Relocate:
Weston, FL 33326:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Lifespan Financial Strategies, a wealth management and financial planning firm, is seeking a Front Office Associate to assist us in our mission of helping clients achieve their financial goals.
Our motto at Lifespan is 'Planning for Life' and we take that to heart.
Our services and communication style has been designed to help our clients succeed and get the most out of life.
With the foundation of understanding that finances play a connected role to many aspects of our lives, we approach decisions knowing that every action has both a financial and a personal impact.
WHO WE WANT:
The Front Office Associate plays an important role in setting the tone for the organization.
As the first and last person clients see when they are in the office, the Front Office Associate is instrumental in making sure clients have a positive experience.
WHAT TO EXPECT:
Serve as primary point of contact for our company.
Greet clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.
Coordinate logistics of client meetings including on-boarding, collecting necessary documents and payment.
Maintain calendars for the team, including scheduling meetings, appointments, and travel arrangements.
Exercise discretion in committing time and evaluating needs.
Answer all incoming telephone calls and direct clients to appropriate team member.
Keep the team advised of time-sensitive and priority issues, ensuring appropriate follow- up.
Determine priority of matters of attention for the team; redirect matters to other team members to handle, or attend to matters personally, as appropriate.
Sort and triage mail; maintain e-mail and other address directories.
Coordinate the assembly and mailing of client paperwork.
Order and maintain office supply inventory.
Coordinate with outside vendors for services to be provided such as cleaning services, printing services, and marketing vendors.
Other additional and/or alternative duties as assigned from time to time.
WHAT YOU NEED:
Excellent interpersonal skills.
Bachelor's degree preferred.
Three to five years' prior experience in supporting a senior executive or team.
Excellent computer skills, including proficiency with Microsoft Office Suite (Outlook, Word, PowerPoint, and Excel).
Exceptional writing, editing, and proofreading skills.
Excellent attitude and an extraordinary client service orientation.
Superior phone and email skills--friendly, helpful, and professional in all interactions.
Excellent organizational and time management skills.
Attendance is an essential function.
Benefits:
Health Insurance.
Dental & Vision Insurance.
Voluntary Term Life Insurance.
401(k) Retirement Plan with employer matching (Pre-Tax and Roth contribution options).
Paid Time Off.
Parental Leave.
Paid Holidays.
Smokers need not apply.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
All offers of employment at Lifespan Financial Strategies are contingent upon clear results of a thorough background check.
Background checks will be conducted on all final candidates.
Job Type:
Full-time Pay:
$47,000.
00 - $50,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Parental leave Vision insurance Schedule:
Monday to Friday Education:
Bachelor's (Preferred) Ability to Relocate:
Weston, FL 33326:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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