Jobs - Front Desk Administrator
Front Desk Administrator
4thGEN Wealth Management, LLC Lodi, CA
About us:
4thGEN Wealth Management is a boutique financial services firm, locally owned and based in Lodi, CA. We provide multigeneration wealth management, risk tolerance protection and financial planning services to high-net-worth families, business owners and foundations. We have plans for aggressive expansion with multiple locations, utilizing cloud-based systems and technology, and we want you to be a supporting part of that growth.
About you:
A dynamic and detail-oriented entry level professional eager to learn and build a career as an integral part of a growing small business. You are a self-starter, who is organized, takes initiative, and works well both independently and in a team environment. Providing excellent customer service and supporting others with a smile is a passion of yours. If this describes you, apply today!
Job details:
- Full-time in-office position
- Greeting and servicing our HNW clients directly and supporting management on a project basis
- Opportunities for advancement
Benefits and pay range:
- Pay range is based on experience and in the $20-$25/hour range, including a stipend for employee insurance premiums
- Retirement plan with matching
- PTO, flexible vacation and holidays
- In-house and online training
- Snacks and several on-site meals provided. A home away from home environment with access to company accounts for discounted retail, shipping, software and cloud services
Responsibilities and Duties:
- Answering phones and direct calls or take a detailed message
- Greet clients entering the lobby and offer refreshments
- Daily mail intake and deposit processing
- Assist with client letters and card mailings
- Coordinates lunch meetings, as needed, as well as meeting scheduling
- Assists in general office‐related tasks such as filling, scanning, etc.
- Special events support and spreadsheet projects as needed
- Maintains inventory and stock of kitchen necessities and office supplies
- Constant paper shredding and filing
- Supports wealth managers with any additional administrative needs
Requirements and Qualifications:
- Minimum = HS Diploma, some college coursework, at least 1 year in office experience required
- Preferred = BS college degree, 2 years + of financial services experience a plus
- Reliability and punctuality are a MUST
- Ability to service a diverse client base professionally
- Must pass, drug, background check, fingerprinting, and office computer skills testing
- Have adequate transportation to Lodi office location
- Microsoft Office and CRM experience, cloud systems experience a plus
Applications and inquiries:
- Submit resumes to info@4thgenwealth.com with “Front Desk Administrator” in memo
- Find more about our firm at http://www.4thgenwealth.com
4thGEN Wealth Management, LLC is an equal opportunity employer.
