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Kaizen Financial, Inc.

Kaizen Financial, Inc. is hiring: Receptionist in Shelby Township

Kaizen Financial, Inc., Shelby Township, MI, United States

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Receptionist

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Kaizen Financial Inc. is an independent, privately‑owned financial services company located in Shelby Township, MI. We are looking to add a receptionist to our team.

Our Investments in You

  • Pay: $40,000
  • PTO
  • Simple IRA Retirement Plan
  • Paid Holidays
  • Bonus Opportunities

The Expertise We’re Looking For

  • Prior Reception/Administrative Experience (Required)
  • Proficiency with Google Suite (Required)
  • High School Degree (Required)
  • Associate’s degree or Higher (Preferred)

Key Traits of a Successful Receptionist

  • Able to Communicate Verbally and in Writing
  • Able and Willing to Learn and Adapt to Changes
  • Able to Build and Maintain Client Relationships
  • Strong Work Ethic
  • Ability to be a Team Player
  • Ability to Remain PunctualStrong Attention to Detail

What You Will Be Responsible For

  • Greet clients on the phone and in person with a warm and welcoming approach
  • Set and confirm calendar appointments
  • Answer incoming calls and transfer all calls to the appropriate personnel
  • Answer general inquiries and client questions
  • Prepare for client meetings by baking cookies and cleaning/preparing conference room
  • Maintain general office upkeep and cleanliness
  • Restock conference room of snacks and beverages regularly
  • Attend company events
  • Client birthday callouts
  • Enter client information into the CRM system
  • Build strong client relationships
  • Maintain office supplies
  • Perform other clerical duties such as filing, photocopying, collating, faxing etc.
  • Maintain and organize office files and documentation
  • All other duties as assigned

Check Us Out & Apply Today!

  • Website: https://www.kaizenfinancialinc.com/
  • PODCAST: https://www.kaizenfinancialinc.com/podcast/index.html
  • Community Engagement: https://www.kaizenfinancialinc.com/community-outreach/index.html

Company Description

Our mission is to help strengthen the financial foundation to help our clients pursue their retirement goals.

Seniority level

  • Entry level

Employment type

  • Full-time

Job function

  • Administrative

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