Overview:

If you want to join a dynamic, fast paced, growing financial planning firm with headquarters in Wethersfield, CT that offers an opportunity for professional growth, then contact us today! Our firm, Johnson Brunetti, was built based on the foundations of integrity, trustworthiness and creating a sense of confidence for our clients as they approach their retirement years.

As the first person who greets all of our clients upon arrival to the office, an excellent first impression is essential. Our practice focuses on the importance of our relationships with our clients. This position will represent the firm and will be responsible for greeting and assisting clients and guests upon arrival in the office as well as answering incoming phone calls in a professional and timely manner.

Responsibilities:

Greet guests that enter the office and offering beverage services

Answer inbound phone calls

Transfer calls and taking messages when necessary

Prepare materials for seminars

Maintain and order office supplies and client gifts

Keep meeting rooms neat and well stocked

Sort and distribute mail each day

Mail packages via USPS and Fed Ex

Qualifications:

Professional presence

Dynamic personality to greet guests in person and on the phone

Ability to deal with an upset guest

Strong organizational skills

Strong initiative to multitask

Experience with MS Office and Salesforce preferred

Previous experience with a switchboard phone system preferred

Equal Opportunity Employment:

We're an equal opportunity employer.  All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the  prior to applying.

#LI-AM1

#LI-Onsite