Front Desk Agent

Full Time
Punta Gorda, FL
Posted Today
Job description
Our Story:
At Landsberg Bennett Private Wealth Management, we take the time to learn what wealth really means to our clients and their families. We use deep insight with years of experience to create a comprehensive wealth plan precisely tailored. Whether our clients are close to retirement or just making sure they are on the right path to retire in 30 years, Landsberg Bennett provides wealth management services that gives them a path to help reach their wealth lifestyle retirement goal. Partnering with Landsberg Bennett, an independent-minded, fiduciary based fee-only financial planning firm, helps alleviate concerns and prepare our clients for a smooth and an easy transition into retirement.

What You’ll Do
The Front Desk Associate will be the first contact for clients, guests, and visitors, and will provide exceptional customer service. Please note that you will be in the office daily from 8:30-5.

Responsibilities:
  • Greet and welcome clients, guests, and visitors
  • Answer and direct incoming calls to the appropriate parties
  • Schedule and confirm client appointments
  • Maintain a clean and organized reception area
  • Receive and distribute mail, packages, and deliveries
  • Perform administrative duties, such as data entry, filing, and photocopying
  • Help with office supply inventory and ordering
What You’ll Bring
  • Prior experience in a customer service or receptionist role
  • Excellent verbal and written communication skills
  • Strong organizational skills and attention to detail
  • Proficient in Microsoft Office Suite
  • Knowledge of financial services or experience in a financial services company preferred
What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance
Hightower Story:
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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