Receptionist and Hospitality Specialist

Family Wealth Group

  • Lexington, KY
  • $22.85 per hour
  • Permanent
  • Full-time
  • 21 days ago
  • Apply easily
About Family Wealth Group:At Family Wealth Group, we are passionate about providing a holistic and balanced approach to retirement planning. Since its establishment in 2007, our firm has been dedicated to empowering individuals, families, and businesses to achieve their financial goals through personalized service and tailored strategies. Our decades of experience in financial services have shaped the foundation of our philosophy, emphasizing comprehensive planning in areas such as wills and trusts, tax strategies, investment management, income stability, and legacy building. These guiding principles remain at the heart of everything we do. We pride ourselves on fostering a collaborative and client-focused culture, where our team is inspired to make a meaningful impact on the lives of the people we serve. If you're looking for a dynamic and rewarding career, we invite you to join us as we continue to deliver lasting value and create brighter financial futures! We help people is more than a written mission statement, it is our way of life.POSITION DETAILS:Role: Full-time Receptionist and Hospitality SpecialistLocation: Lexington, KYPay: $22.85 per hourSchedule: 8:30 am - 5:30 pm, with overtime hours availableWHAT YOU'LL DO AS OUR RECEPTIONIST AND HOSPITALITY SPECIALISTYou create a welcoming and professional first impression for everyone who enters our office. You're answering and directing calls with ease, greeting clients warmly, and making reminder calls to keep schedules on track. You ensure appointments are set and updated in the CRM, track every call, and keep office operations flowing smoothly. You're collaborating with co-workers, thinking through projects to complete them efficiently, and taking ownership of keeping the front office and advisor spaces clean, sanitized, and organized. You're proactive-checking mail, managing supplies, refilling copier trays, and ensuring every detail is in place so our clients' experience is seamless from start to finish.OUR REQUIREMENTS:
  • 1- 3 months of related experience and/or training
  • Ability to go to our other offices in Georgetown, Harrodsburg, London, KY, and Hurricane, WV
Preferred Qualifications:
  • Enjoys being around people
  • Friendly
  • Ability to use a CRM
  • Ability to use Excel
  • Ability to use the computer
HERE'S WHAT WE OFFER:
  • Health insurance
  • Vision
  • Dental
  • PTO
  • Growth opportunities
  • HSA/FSA
  • Life insurance
  • Short- and long-term disability
  • 401(k) with company match
Sounds like the perfect opportunity for you? Apply today with our quick, 3-minute mobile-friendly initial application for the Receptionist and Hospitality Specialist position-no lengthy forms, just a fast and simple way to get started!Must have the ability to pass a background check.Job Posted by ApplicantPro

Family Wealth Group