Prism Wealth Management is hiring: Receptionist in Wooster

It is time to explore new challenges in your career. Prism Wealth Management is an independent, privately-owned financial services company in Wooster, OH. We are looking to add a receptionist to our team.

Our Investments in You:

· PTO

· Health Insurance

· Dental Insurance

· Vision Insurance

· Simple IRA Retirement Plan and Employer Match

· HSA Contribution

· Bonus Opportunities

· Professional development

· Employee Perks

The Expertise We’re Looking For:

· Prior Reception/Administrative Experience (Required)

· Proficiency with Microsoft Office suite, including Excel (Required)

· High school degree (Required)

· Prior Experience Working in Financial Advisory Industry (Preferred)

Key Traits of a Successful Receptionist:

· Able to communicate verbally and in writing

· Able to learn and adapt to changes

· Strong Attention to Detail

What You Will Be Responsible For:

· Greet clients warmly in person and on the phone, ensuring they have a superior experience from start to finish

· Answer incoming calls, transfer to appropriate personnel

· Records notes from every client conversation and maintain an organized, compliant CRM system

· Update policy values in CRM, download annual statements, and ensure accurate client contact information

· Set and confirm calendar appointments while preparing and delivering client recognition letters and gifts.

· Sort and distribute incoming mail and process outgoing correspondence.

· Process policies, update CRM data, and maintain the Policy Delivery Spreadsheet

· Perform clerical tasks such as filing, photocopying, scanning, and pulling client files as needed

• Assist the transfer and service specialist with follow-ups and confirmations
• Maintain and organize office files, documentation, and supplies
• Keep the conference room clean and ready for meetings
• Assemble appointment folders and support the team with various administrative tasks
• Run office errands and perform other duties as assigned
• Build strong client relationships through every interaction
• All other duties as assigned

Pay: $34,000-$45,000 DOE

Check out our website: https://myprismwealth.com/

If you feel like we would be a good fit for each other, apply now!