Company Overview
'Truvision Financial is a boutique financial planning firm dedicated to providing exceptional client experiences through comprehensive investment and insurance options. Our team of advisors and executive assistants work collaboratively to uphold our commitment to excellence in the financial services industry.'
Job Description
We are seeking a professional, organized, and customer-focused Administrative Assistant / Receptionist to join our team on a part-time basis; however, there is the potential for the role to grow into a full-time position. This role is the first point of contact for clients and visitors and plays an important part in ensuring the smooth day-to-day operation of our office.
The successful candidate will provide exceptional client service, manage front desk responsibilities, support administrative functions, and assist team members with various office tasks. This position requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a professional office environment.
Key Responsibilities
- Greet and assist clients and visitors in a professional and friendly manner
- Answer and direct incoming phone calls and respond to general inquiries
- Manage incoming and outgoing mail, courier deliveries, and office correspondence
- Assist with data entry and document management
- Provide administrative support to advisors and team members
- Deliver exceptional client service and maintain positive client relationships
Qualifications & Skills
- Secondary School Diploma required
- Previous experience in an administrative assistant, receptionist, customer service, or office support role preferred
- Strong verbal and written communication skills
- Excellent organizational and time management abilities
- Proficiency with Microsoft Office (Word, Excel, Outlook)
- Professional appearance and demeanor
- Strong attention to detail and accuracy
- Ability to work independently and as part of a team
- Reliable, punctual, and client-service oriented
Pay: $22.00-$25.00 per hour
Benefits:
- Dental care
- Extended health care
- Paid time off
- Vision care
Work Location: In person
