Advisor

Receptionist

Fresno, CA · Full-time

Sponsorship not specifiedDetected 4 days ago

CRMAccountingCustomer SupportCommunicationProblem SolvingMicrosoft Office

About the role

Role Type: Full time, 35 hours Summary: Join Veater Financial Group (VFG) as a welcoming and professional presence at the front of the office.
In this role, you will help shape a positive first impression for clients, guests, prospective clients, and the public by supporting scheduling, phone and in-person communications, and day-to-day office coordination.
Current Employees and Contractors Apply Here

Maintain office scheduling system and coordinate President's schedule.
With supervisor, manage the client scheduling process, assuring periodic client reviews occur consistent with company procedures and compliance requirements.
Maintain office supplies inventory and ordering including vendor listing, accounting for all expenditures and maintaining records for accounts payable.
Manage the overall operations of the phone, postage, virtual meeting accounts and expedited mail/package system operations, accounting for expenditures and maintaining records for accounts payable.
Manage birthday, anniversary, sympathy and other special event cards sent to clients and assist with event mailings/communications as approved by supervisor.
Perform any other duties deemed necessary for the smooth operation of the company.
Ability to organize work, manage multiple priorities, and meet deadlines with limited supervision.
Ability to handle sensitive information with discretion and maintain confidentiality.
Strong problem-solving skills and willingness to support changing office needs.

Front desk operations providing phone and lobby greeting/communication coverage.
Education Requirements:

This listing is sourced directly from Advisor's careers page and normalized into a canonical job model.