If you want to join a dynamic, fast paced, growing financial planning firm with headquarters in Wethersfield, CT that offers an opportunity for professional growth, then contact us today! Our firm, Johnson Brunetti, was built based on the foundations of integrity, trustworthiness and creating a sense of confidence for our clients as they approach their retirement years.

As the first person who greets all of our clients upon arrival to the office, an excellent first impression is essential. Our practice focuses on the importance of our relationships with our clients. This position will represent the firm and will be responsible for greeting and assisting clients and guests upon arrival in the office as well as answering incoming phone calls in a professional and timely manner.

Primary Tasks and Level of Accountability

• Greet guests that enter the office and offering beverage services
• Answer inbound phone calls
• Transfer calls and taking messages when necessary
• Prepare materials for seminars
• Maintain and order office supplies and client gifts
• Keep meeting rooms neat and well stocked
• Sort and distribute mail each day
• Mail packages via USPS and Fed Ex

Knowledge and Skills

• Professional presence
• Dynamic personality to greet guests in person and on the phone
• Ability to deal with an upset guest
• Strong organizational skills
• Strong initiative to multitask
• Experience with MS Office and Salesforce preferred
• Previous experience with a switchboard phone system preferred

Employment Type: Full-time