Receptionist

Customer Service Opportunity in Financial Services

Receptionist

Location(s):
7108 N Fresno Street, Suite 410, Fresno, CA 93720

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.

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. This is a great opportunity for someone who enjoys creating a polished, service-oriented experience in a financial services environment.

Responsibilities:

• Front desk operations providing phone and lobby greeting/communication coverage.

• 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.

• Primary responsibility for the organization of the workroom, supplies and staff eating/kitchen areas.

• 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.

• Update client files in the CRM system, with any new contact information, addresses etc. as it is obtained and notify supervisor.

• Manage birthday, anniversary, sympathy and other special event cards sent to clients and assist with event mailings/communications as approved by supervisor.

• Attend staff meetings and assist with referral dinners and other events as specifically assigned by supervisor.

• Perform any other duties deemed necessary for the smooth operation of the company.

Education Requirements:

• High School Diploma or equivalent (GED) required.

Basic Requirements:

• Customer-service mindset with a friendly, professional, and dependable approach.

• High attention to detail, accuracy, and follow-through in completing administrative tasks.

• Ability to organize work, manage multiple priorities, and meet deadlines with limited supervision.

• Proficiency with Microsoft Office, Outlook, and general web-based tools.

• Ability to handle sensitive information with discretion and maintain confidentiality.

• Strong problem-solving skills and willingness to support changing office needs.

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.