Family Wealth Strategies
Client Experience & Office Coordinator
Family Wealth Strategies, Louisville, Kentucky, us, 40201
Front Desk Receptionist / Office Assistant
Company Description
Family Wealth Strategies is an independent financial services firm dedicated to designing customized retirement strategies using a blend of investment and insurance solutions. We aim to help clients achieve stable income, greater confidence, and clarity for a fulfilling retirement. Specializing in comprehensive financial planning for retirees, we emphasize tax efficiency, fee reduction, and risk management strategies. Our approach is focused on growing wealth while ensuring clients retain more of what they’ve earned. Located in Prospect, KY, we are committed to building financial stability for our clients.
Role Description
This is a full-time, on-site role for a Front Desk Receptionist/Office Assistant located in Louisville, KY. Responsibilities include managing phone calls with proper etiquette, greeting and assisting clients, managing clerical tasks, ensuring the front desk area is organized, and supporting various office administrative duties as needed. The role requires maintaining smooth day-to-day office operations and providing excellent customer service to clients and visitors.
Qualifications
Proficiency in Phone Etiquette and handling Receptionist Duties effectively
Strong Clerical Skills, including organization and accuracy in routine administrative tasks
Excellent Communication and Customer Service skills to interact professionally with clients and team members
Detail-oriented with the ability to multitask and manage time efficiently
Basic computer skills and familiarity with office software
Previous experience in an administrative or customer-focused role is a plus
High school diploma or equivalent required; additional education or certifications are an advantage
Location: Louisville, KY. Salary: $40,000 - $55,000 per year.
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Family Wealth Strategies is an independent financial services firm dedicated to designing customized retirement strategies using a blend of investment and insurance solutions. We aim to help clients achieve stable income, greater confidence, and clarity for a fulfilling retirement. Specializing in comprehensive financial planning for retirees, we emphasize tax efficiency, fee reduction, and risk management strategies. Our approach is focused on growing wealth while ensuring clients retain more of what they’ve earned. Located in Prospect, KY, we are committed to building financial stability for our clients.
Role Description
This is a full-time, on-site role for a Front Desk Receptionist/Office Assistant located in Louisville, KY. Responsibilities include managing phone calls with proper etiquette, greeting and assisting clients, managing clerical tasks, ensuring the front desk area is organized, and supporting various office administrative duties as needed. The role requires maintaining smooth day-to-day office operations and providing excellent customer service to clients and visitors.
Qualifications
Proficiency in Phone Etiquette and handling Receptionist Duties effectively
Strong Clerical Skills, including organization and accuracy in routine administrative tasks
Excellent Communication and Customer Service skills to interact professionally with clients and team members
Detail-oriented with the ability to multitask and manage time efficiently
Basic computer skills and familiarity with office software
Previous experience in an administrative or customer-focused role is a plus
High school diploma or equivalent required; additional education or certifications are an advantage
Location: Louisville, KY. Salary: $40,000 - $55,000 per year.
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