Job Description

Job Title: Receptionist
Location: Lewes, DE, In-Person
Employment Type: Full-time, hourly starting at $17.00/hour

Job Summary

We are seeking an energetic and personable Receptionist to manage the front desk operations for our Lewes, DE office. The ideal candidate will provide exceptional client experience and support the operations team. The Receptionist is the Manager of First Impressions, embodying the standards and values of the organization and delivering a client experience unrivaled in the financial services industry.

Responsibilities:

Phone Line Management: Handle multiple phone lines efficiently, directing calls appropriately to our Lewes, DE and other company locations Gatekeeping: Manage client access to company personnel, ensuring proper scheduling and appointment handling. Scheduling: Schedule appointments for client-interfacing personnel, and maintain accurate calendar systems. Support Duties: when not answering phones be proactive when phone lines are not active by supporting administrative staff with folders preparation, paperwork, distributing incoming mail, managing outgoing mail, copying, and collating documents, scanning documents and other tasks. Regularly maintain an attitude of "what do I do to help." Front Desk Experience: Preferably has experience in the financial services industry or medical/ dental offices and brings an inviting, energetic demeanor. Greeting visitors: making sure that all visitors feel how special and important they are to the firm and to each employee by making them feel like they are visiting a good friend at their home Manages guest office experience by greeting each guest, offering beverages, and directing them to their meetings Adopt our client-service mantra: "Thank you for the privilege to serve you"
Qualifications

Experience: 2-3 years of front desk experience, preferably in financial services, insurance, banking or medical/dental settings, but other professional, high energy industry experience is also helpful Skills: Strong organizational and multitasking abilities with excellent communication skills. Familiar with Microsoft Office, and CRM Data Entry/Calendar Management Personal Attributes: Friendly, Energetic, professional, and proactive, firm (when needed)
Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as assigned.

About our Company:

Dedicated Financial is a full-service financial planning firm, providing comprehensive investment advisory services, income and tax planning, insurance recommendations, and estate planning. If you are a detail, oriented person and are reading this, feel free to email christina at Dedicated Finanacial Services dot com with your resume directly for a first review. Our mission is to align our clients' assets with what matters most to them, to empower their Life Goals, Hopes, and Dreams. With offices in Lewes, DE and Hamilton, NJ, we pride ourselves on building long-term relationships based on trust and personalized financial solutions, delivering a world-class experience with world-class service.

Our Core Values

Value Every Connection: We believe in the unique beauty of every person we engage with, fostering relationships grounded in respect and integrity. Holistic Financial Wellness: Our Bringing Your Money to Life(TM) Life/Money process integrates financial planning with life coaching, so their finances can empower the life they want live and not simply accumulate. Client-First Commitment: We prioritize our clients' aspirations, aligning their finances with their life goals to support fulfilling, purpose-driven retirements. Deep Understanding and Lasting Relationships: We invest in getting to know our clients deeply, building lasting connections
Our Purpose

We're here to inspire our clients--and everyone we touch--to clarify and live their Life Goals, Hopes, and Dreams and align their financial resources with what truly matters. Our aim is to help clients maximize the value of their time and wealth in ways that bring enjoyment, meaning, and fulfillment.

Why Work with Us?

Impactful Work: Be part of a mission-driven team that transforms financial planning into a journey of life enrichment. Continuous Growth: Join a team that values learning, teamwork, and personal growth. Collaborative Culture: Work alongside dedicated professionals in a supportive, collaborative environment.
If you're looking for a role where you can make a meaningful difference in people's lives, Dedicated Financial may be the place for you. Join us in helping clients Bring their Money to Life.

Job Type: Full-time

Schedule:

Monday to Friday
Benefits:

Health insurance Paid time off
Job Type: Full-time

Pay: From $17.00 per hour

Benefits:

Health insurance Paid time off
Application Question(s):

Have you worked in financial services, insurance, banking, or medical/dental office settings before? Are you proficient in Microsoft Office and comfortable working with CRM software (for data entry and calendar management)? Describe your experience managing multi-line phone systems and directing calls to different locations.
Experience:

Receptionist: 2 years (Preferred)
Location:

Lewes, DE 19958 (Preferred)
Work Location: In person