What are the responsibilities and job description for the Financial Front Desk Receptionist position at FORTIFY™ Private Wealth Management?
Company Description
FORTIFY™ Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, is dedicated to providing professional, personalized, and high-quality financial advice. The team helps clients define and achieve their financial goals, offering wealth management and advisory services tailored to support financial confidence and peace of mind. Located in Washington, PA, FORTIFY™ emphasizes long-term relationships and a commitment to future generations. The team is passionate about guiding clients toward financial success and security.
Role Description
This is a part-time/full-time 100% on-site role for a Financial Front Desk Receptionist based in Washington, PA. The receptionist will be responsible for managing front desk operations, answering phone calls, scheduling appointments, welcoming and assisting clients, and maintaining a welcoming office environment. Additional duties include clerical responsibilities such as filing, data entry, and documentation management, as well as facilitating communication between clients and team members. Outstanding customer service and attention to detail are key to success in this position.
Qualifications
- Strong Phone Etiquette and experience with Receptionist Duties
- Proficiency in Clerical Skills, including filing, data entry, and managing documentation
- Excellent Communication skills and the ability to coordinate effectively with clients and team members
- Exceptional Customer Service abilities to create a welcoming and professional environment
- Strong organizational skills and the ability to multitask in a fast-paced office setting
- Proficiency in using office software and phone systems
- Previous experience in a financial or customer-facing environment is a plus
- High school diploma or equivalent required; additional certifications or training are advantageous