About Us:
We are a high-energy, full-service financial planning firm dedicated to helping our clients create plans to reach their dreams and goals. We are currently looking for a full-time Front Desk & Data Specialist to fill an entry-level position. But just because this is an entry-level role doesn’t mean there isn’t room for advancement. Our firm has a history of growth and expansion, and we plan to continue that momentum in the years to come.
Position Overview:
The Front Desk & Data Specialist is responsible for data entry, maintaining the accuracy of our records, assisting with client communications, filing paperwork, and supporting firm-wide administrative processes. This role sits at the front desk, making it a crucial point of contact for both internal team members and clients. If you’re organized, detail-oriented, and eager to grow within a dynamic company, apply today!
Responsibilities:

• Ensure accurate and timely data entry and updates in accordance with company policies.
• Maintain and organize client files within our electronic filing system.
• File and manage paperwork efficiently, ensuring compliance with internal processes.
• Assist with mass mailings and other client communication initiatives.
• Monitor and maintain the integrity of our client database, ensuring consistent data entry across the firm.
• Identify and correct data entry errors and provide guidance to team members on proper procedures.
• Keep up with training in our software systems, staying informed on new updates and processes.
• Greet clients and visitors at the front desk, creating a professional and welcoming environment.
• Assist in various administrative tasks assigned by the Database Manager and firm leadership.

• Strong organizational skills with the ability to manage time efficiently and prioritize tasks.
• Excellent attention to detail and analytical skills.
• Intermediate proficiency in Microsoft Word, PowerPoint, Excel, and Outlook.
• Demonstrates initiative, teamwork, and advanced communication skills.
• Ability to handle confidential client and company information with discretion.
• Proficient technical skills in computer systems, data entry, and software applications

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance