Business Development / Front Desk Receptionist

We are currently looking for one person to fill the Business Development & Front Desk Receptionist role.

The Business Development Role Includes: Call and set appointments for advisors on multiple marketing channels.
Organize, create, and track marketing sources for conversion rates.
Evaluate and monitor campaign performance on an ongoing basis by analyzing key metrics and creating comprehensive reports.
Qualifications
Bachelor's degree in business administration, marketing, communications, or a related field
1-3 years of relevent experience
Must have strong people engagement skills.
Be interested and passionate about helping people with their personal financial goals.
Must be self directed and a great communicator. Able to listen and respond with emotional intelligence.
Must have strong analytical skills to analyze metrics and create reports
Related keywords: business development, sales

As a Receptionist, you will be the first point of contact for our company. 1st impressions are very important to us. We strive to offer our tenants, and their clients, a wonderful customer experience. You will coordinate front-desk activities, including distributing correspondence and redirecting phone calls, emails, mail, and packages. You will be assisting with scheduling conference room hours. To be successful as a Receptionist, you should have a pleasant personality, and be a team player. Ultimately, a Receptionist's duties and responsibilities are to ensure the front desk welcomes guests positivity and executes all administrative tasks to the highest quality standards.

JOB DUTIES

• Prepares, processes, tracks, and follows up on paperwork for new and existing clients
• Communicates with clients, internal associates, and external professionals to research and resolve account related issues
• Prepares, processes, tracks and follows up on money movement requests
• Assists operations manager and other departments on projects as needed
• Greet and welcome guests as soon as they arrive in a friendly, and positive manner.
• Answer, screen, and forward incoming calls.
• Provide basic and accurate information in- person and via phone and email.
• Maintain office security by following safety procedures.
• Schedule & update conference room calendars and assist tenants with daily conference room reservation, Monday - Friday, 8am-5pm.
• Make coffee daily and clean up nightly.
• Receive, sort, and distribute daily mail, packages to our tenant's mailboxes, or offices.
• Direct our tenant's guests, or their clients to the appropriate location.

REQUIRED EXPERIENCE/QUALIFICATIONS

• Ability to communicate with clients and associates in a clear and concise manner
• Professional attitude and appearance is a must
• Familiarity with Microsoft Office Suite
• Ability to organize and prioritize work to meet deadlines
• Strong attention to detail & accuracy, and commitment to quality
• Flexibility to change priorities and support other associates

PREFERRED EXPERIENCE/QUALIFICATIONS

• Bachelor’s degree
• Relevant educational or professional experience (finance, accounting, or business administration)

ABOUT FALCON WEALTH PLANNING

Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. We are proudly a FEE ONLY Registered Investment Advisor and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.

Falcon Wealth Planning was founded in 2015 with a focus on tax-efficient comprehensive financial planning and asset management for pre-retirees and retirees. Since its founding, the company has experienced triple digit growth annually, and is nationally ranked as one of the fastest-growing fee-only Registered Investment Advisors. Falcon Wealth Planning has also been recognized by Inc. Magazine as one of the 2018 Best Workplaces.

Job Type: Full-time

Pay: $15.00 - $17.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Work Location: In person