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.