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


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

• Location: San Antonio

• Post ID: 22036872 sanantonio is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017