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Posted: Monday, March 6, 2017 12:30 AM

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About the Job

Administrative Receptionist



Texas Legacy Wealth Management is seeking a full-time administrative receptionist. The ideal candidate is a motivated and positive individual responsible for creating a warm, welcoming and comfortable environment for our clients. The position requires at least two years prior experience working in a receptionist or administrative assistant capacity. Securities and/or Insurance experience preferred, but not required. You will be expected to perform all duties which include but are not limited to:

· Greet and welcome clients in a professional and courteous manner.

· Answering phone calls, setting and confirming appointments for multiple individuals.

· Maintains and handles the firms VOIP phone system with updates and messaging.

· E-filing, faxing and general administrative duties.

· In charge of lobby and conference room presentation, monthly mail outs and will assist with special projects.

· Collects and disperses mail.

· Must be efficient in Microsoft Office especially Excel, Word and Outlook; Salesforce and other cloud based software experience is ideal.

· Will have the opportunity to assist Operation Associates with account openings and other financial services account maintenance functions.

Potential Candidate must possess the following skill set:

· Professional front desk demeanor

· Excellent communication skills

· Ability to multi-task and remain organized

· Strong attention to detail

· Ability to follow directions and work independently

· Punctuality and the desire to perform duties at the highest standards

· Ability to work with a small group of people

· Ability to handle problems while maintaining composure and professionalism

· Strong computer/IT capabilities

If you want to be recognized for your ability to deliver efficient, professional service to wealth management client, please email your resume to liza@texaslegacywealth.com

• Location: San Antonio

• Post ID: 22036872 sanantonio
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