Are you dependable, highly detail-orientated, have 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! Our successful financial planning firm in Louisville, KY is seeking a Receptionist to ensure smooth day-to-day operations while providing superior customer service to the firm's prospects, clients and team members. The ideal candidate will have at least 2 years of office/administrative experience 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.
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::
Strategic Wealth Designers, LLC is a Registered Investment Advisor in the states of Kentucky and Indiana. Matt Dicken, Dustin Stanley and Jordan Schwartz are Investment Advisory Representatives affiliated with Strategic Wealth Designers, LLC. The advisors may not transact business in states where they are not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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