Overview
Loring Advisory Group is a dynamic, multi-faceted wealth management firm based in Greenville, RI. We are seeking a professional and friendly receptionist who is interested in joining an established but growing firm dedicated to providing exceptional service to our clients. Applicants should possess exemplary interpersonal and organizational skills and display a genuine care for others. The ideal candidate should be intellectually curious, capable of working both independently and as part of a team, and comfortable working in an ambitious, fast-paced environment.
You Will
- Answer, screen, and direct incoming phone calls, taking messages when necessary.
- Schedule and coordinate appointments for clients and team members.
- Assist with administrative tasks, including data entry, filing, and maintaining client records.
- Collaborate with team members to ensure seamless operations and client support.
- Provide general information about the firm's services and assist clients with inquiries.
- Support the compliance and confidentiality policies of the firm.
We Offer
- Collaborative and Supportive Environment
- 100% Employer Covered Healthcare & Dental Plan
- 401k Match and Profit-Sharing Plan
- Company Sponsored Outings and Events
- Education / Tuition Assistance Programs
Are You?
- Committed to the Highest Degree of Personal Integrity
- Experienced as a receptionist or in a similar administrative role, preferably in a financial or professional services environment
- Proficient in Microsoft Office Suite (Word, Excel, Outlook) and familiar with office equipment (e.g., printers, scanners)
- Detail Oriented & Thorough in Written and Verbal Communication
- Capable of Effectively Prioritizing Workload, Multitasking and Meeting Deadlines
- Adaptable and Resilient to Changing Needs of Clients and Our Team
If you agree that you have the above qualities, you've likely got what we're looking for. There are no licensing requirements for this role; just a desire to help others and be part of a caring, motivated team. We are dedicated to the training and development of our teammates and eager to grow, both personally and professionally, together. Contact ...@loringadvice.com today.