Receptionist

Expedition Wealth Management
Des Moines, IA Full Time
POSTED ON 4/3/2024
Expedition Wealth Management is a financial services team in West Des Moines, IA that focuses on safety and simplicity for our clients. We are growing quickly and looking for great people to add to our team.

Job Overview:
We are seeking a friendly, energized and organized individual with a strong work ethic to join our team as a Receptionist. The Receptionist will be the first point of contact for visitors and clients, providing exceptional client service and creating a “WOW” experience. The ideal candidate will have excellent communication skills, a professional demeanor, and the ability to handle a variety of tasks with efficiency and thrive in a busy, fast-paced office.

Responsibilities

Front Desk Management:
  • Open the office each morning
  • Great and welcome clients with a warm and professional attitude
  • Manage incoming calls for three companies and redirect them to the appropriate personnel
  • Maintain a clean and organized lobby area
Client Services:
  • Provide excellent service to clients, guests, and employees
  • Address client inquiries and provide information about the company in a helpful manner
  • Assist in resolving basic client issues and escalate when necessary
Administrative Support:
  • Handle incoming and outgoing mail and packages
  • Assist in scheduling appointments and meetings, provide reminder calls, emails, and texts
  • Maintain office supplies and order as needed
  • Perform basic clerical tasks, such as copying, scanning, faxing, and filing
  • Contribute to office goals by accomplishing tasks and maintaining a team mentality
  • Provide other duties and projects as assigned
  • Provide support for preparation for client events
Communication:
  • Effectively communicate with internal teams to relay messages and information
  • Notify relevant personnel to client arrivals and appointments
  • Manage email correspondence and forward messages to appropriate individuals
  • Assist with mass mailings
Requirements:
  • High school diploma, some college preferred
  • Proven experience as a receptionist or in similar role
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook)
  • Strong organizational skills with the ability to multitask
  • Professional appearance and demeanor
  • Ability to handle stressful situations with grace and composure
Compensation: $38,000 - $46,000 based on experience

Position Type:
Full-time, In-office

Benefits:
Matching retirement plan, health insurance, paid holidays/vacation time, access to on-site workout facility and racquetball courts.

Salary.com Estimation for Receptionist in Des Moines, IA
$35,253 to $44,324
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