Mendall Financial Group - Open position – This is a fulltime, 40 hour per week, position.
Front Desk Manager - Job description:
Job Skills and Requirements - The applicant must:
Absolutely be a team player. This is the number 1 qualification for this job.
Must be finger printed and bonded.
Must show: manners, morals, character, common sense, trust, patience, respect, class and integrity.
Must have a pleasant demeanor, be friendly, and offer a welcoming smile and greeting to clients, prospects, and third-party representatives.
Must have excellent verbal and written communication skills, as well as professional phone etiquette.
Must wear professional business attire and professional shoes at all times.
Must be willing to learn and take on new jobs, tasks, and responsibility for them.
Must be willing, during down times, to offer help to the Certified Financial Planners (CFPs).
Must be familiar with computers, printers, scanners, copiers and Microsoft applications.
Must be able to drive, in-state, to other offices, and client events – compensation provided.
Any outside accounts, excluding bank checking, savings, and 529 educational accounts, must be brought over to Raymond James. This is a Raymond James firm policy.
Ability to be able to handle multiple jobs/tasks at the same time.
Ability to create and foster excellent relationships with clients and prospects.
Must be able to provide “Above and Beyond” service to clients and prospects.
Must have the ability to stay late occasionally, and attend client events outside of normal business hours – compensation provided.
The above list is not considered complete, and includes, but is not limited to, any other tasks/job that are appropriate, or fall under the employee’s domain.
High school diploma a must and 2 – 3 years’ experience in this position or related field. An Associate’s or Bachelor’s degree is seen as a definite plus.
Participation in employee Simple IRA plan with 3% company match.
1-week paid vacation provided during first year as a Mendall Financial Group employee.
Paid parking, covered by the company.
$150 quarterly exercise reimbursement with receipt of participation.
Employee discounts on investment portfolio transactions.
Climate controlled office environment during normal business hours, 8:00am to 4:30pm Monday through Friday.