About this opportunity
Northpointe Staffing Professionals lists this Receptionist opportunity in city of coral gables, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Receptionist
Individual within supporting the Wealth Management Team. Responsibilities include:
* greet and assist clients and visitors to the branch, providing exceptional service
* create strong partnerships, cultivating relationships with clients and financial advisors, and coordinating with the operations function
* coordinate branch office business meetings and maintain the branch calendar
* carry out cash management functions, process securities and correspondence, and keep records
* maintain risk awareness and regulatory knowledge
Your expertise
* ideally 3 years of relevant branch operations experience
* high school diploma or equivalent (college degree a plus)
* proven written and verbal communication skill
* independent, motivated, proactive and focused to take action
* passionate about the client experience, with strong interpersonal skills
* self-starter who is comfortable managing complex and evolving situations
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.