Job Overview:

We are currently seeking a detail-oriented and self-motivated Receptionist to join a financial planning company in Louisville, Kentucky. The ideal candidate should be reliable, open to learning, and possess a strong work ethic to excel in this environment.

Job Details:

This is a temp-to-hire opportunity with a company that values growth and continuous learning in the financial planning industry.

Responsibilities:

• Answer and filter phone calls appropriately.
• Maintain client database (Redtail).
• Schedule/reschedule appointments and coordinate wholesaler lunches.
• Greet clients and offer refreshments.
• Handle emails and other digital correspondence.
• Organize incoming and outgoing mail, including UPS packages.
• Keep front office and breakroom tidy and stocked.

Requirements:

• Strong communication skills.
• Ability to multitask effectively.
• Proficiency in basic office software.
• Detail-oriented and organized.

Benefits:

• 401k participation after one year
• One-week paid vacation after one year
• Paid time off accrual
• Holiday paid time off

Other Details:

This role offers a great opportunity for growth and development within the financial planning industry. Join our team in Louisville, Kentucky, and take the next step in your career.

We encourage qualified individuals to apply and become part of our dynamic team. Start your journey with us today!