Position: Receptionist Firm: Freedom Financial Group Location: Birmingham, AL   Overview:   Are you dependable and highly detail-oriented with great interpersonal skills and a passion for client satisfaction? If you are looking for career satisfaction with a dynamic company, we have the opportunity for you! We are seeking a strong Receptionist for Freedom Financial Group in Birmingham, AL. The ideal candidate will have at least 1-2 years of office/administrative experience in fast paced environment and be able to perform general tasks such as handling calls, calendar, and database management and welcoming clients to the office. This team member will be instrumental in ensuring clients have the most memorable, positive experience.   At Freedom Financial Group, we provide comprehensive retirement planning under one roof, helping our client families navigate retirement with clarity, confidence, and peace of mind. We are committed to delivering exceptional service and building meaningful relationships.   What you’ll do:   This position will assist the Team in maintaining exceptional customer service to help exceed client and regulatory expectations by following day to day tasks such as:

• Greet and welcome all clients and prospective clients with warmth and professionalism
• Ensure clients are comfortable and cared upon arrival
• Prepare meeting rooms and maintain a clean, organized office environment
• Promptly answer and direct calls to the appropriate team member
• Provide helpful and knowledgeable assistance and take concise messages
• Schedule follow-up appointments for clients and prospects before leaving the office
• Manage and coordinate calendars for efficient scheduling
• Handle confirming appointment details
• Support administrative tasks as needed to ensure seamless client experience
• Responsible for ensuring beverage station is accessible, stocked and clean

  What We’re Looking For:

• Associate’s degree or equivalent work experience required
• 1-2 years of experience working in a professional office and fast-paced environment
• Proficient skills with MS Office Suite
• Comfortable and familiar with CRM platforms (Lead Center platform a plus)
• Industry experience preferred, but not required
• Strong organizational skills and strong attention to detail
• Proficient with filing, phone systems, faxing, and scanners
• Excellent communication skills: both verbal and written delivered with a sincere and caring attitude
• Calendar management
• Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work

  What You’ll Get:   Pay & Perks:

• $35,000 - $45,000/year based on experience
• PTO unlimited after 6 months of employment
• Health Insurance
• 401k after 1 year of employment
• Training and development opportunities

Schedule:

• In office: 8:30am – 5:00pm, Monday- Thursday
• Occasional evenings for client events

    Presented by Advisor Talent Solutions   Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.   Learn more about our approach and services at advisortalentsolutions.com