Front Desk/Service Operations Associate,
Koenig Financial Group Koenig Financial Group Edmonds, WA Edmonds, WA Full-time Full-time $40,000 - $50,000 a year $40,000 - $50,000 a year 13 days ago 13 days ago 13 days ago Located in the heart of beautiful downtown Edmonds, WA, Koenig Financial Group is a growing family-based business that highly values our clients, employees, community and the environment! We are a fiduciary financial advisory business that helps clients with building and managing financial plans centered on clients' individual goals.
If you are passionate about helping people have a secure financial future, please come join our team!
Job Description:
- Provide exceptional customer service:
greet and make our clients feel welcomed whether in person, by phone (receptionist:
first contact on our phone tree) or email - Resolve client questions as able, and /or redirect the client to appropriate colleagues - Ensure client information and documentation is current and accurate - Document preparation including signature collection - Calendar/scheduling management - Generate reports and distribute to clients - Maintain office organization and meeting prep - Help coordinate events - Monday through Friday, 8am - 5pm with 1-hour unpaid lunch break Personal Qualities:
- High school diploma/equivalency, college degree preferred - Have an interest in/some knowledge of personal finance - Client service
Experience:
excellent communication skills both verbal and written - Professional, calm, very friendly and patient demeanor - Very detail orientated with excellent organizational skills - Ability to work independently and collaborate in teams - Hard worker and problem solver - Ability to multitask with flexibility to work in an evolving environment - Willing to learn new things and drive change to enhance efficiency and client experience - PC knowledge with some proficiency with basic apps such as any email, calendar, document creation (like Google Docs, MS Word, etc.
), and spreadsheet (Google Sheets, Excel, etc.
) applications Returning to work professionals are encouraged to apply! Job Type:
Full-time Pay:
$40,000.
00 - $50,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Schedule:
8 hour shift Day shift Monday to Friday Education:
High school or equivalent (Required) Ability to Relocate:
Edmonds, WA 98020:
Relocate before starting work (Required) Work Location:
In person - Provide exceptional customer service:
greet and make our clients feel welcomed whether in person, by phone (receptionist:
first contact on our phone tree) or email.
Estimated Salary: $20 to $28 per hour based on qualifications.
If you are passionate about helping people have a secure financial future, please come join our team!
Job Description:
- Provide exceptional customer service:
greet and make our clients feel welcomed whether in person, by phone (receptionist:
first contact on our phone tree) or email - Resolve client questions as able, and /or redirect the client to appropriate colleagues - Ensure client information and documentation is current and accurate - Document preparation including signature collection - Calendar/scheduling management - Generate reports and distribute to clients - Maintain office organization and meeting prep - Help coordinate events - Monday through Friday, 8am - 5pm with 1-hour unpaid lunch break Personal Qualities:
- High school diploma/equivalency, college degree preferred - Have an interest in/some knowledge of personal finance - Client service
Experience:
excellent communication skills both verbal and written - Professional, calm, very friendly and patient demeanor - Very detail orientated with excellent organizational skills - Ability to work independently and collaborate in teams - Hard worker and problem solver - Ability to multitask with flexibility to work in an evolving environment - Willing to learn new things and drive change to enhance efficiency and client experience - PC knowledge with some proficiency with basic apps such as any email, calendar, document creation (like Google Docs, MS Word, etc.
), and spreadsheet (Google Sheets, Excel, etc.
) applications Returning to work professionals are encouraged to apply! Job Type:
Full-time Pay:
$40,000.
00 - $50,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Schedule:
8 hour shift Day shift Monday to Friday Education:
High school or equivalent (Required) Ability to Relocate:
Edmonds, WA 98020:
Relocate before starting work (Required) Work Location:
In person - Provide exceptional customer service:
greet and make our clients feel welcomed whether in person, by phone (receptionist:
first contact on our phone tree) or email.
Estimated Salary: $20 to $28 per hour based on qualifications.
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