First Impressions Coordinator

Harvest Financial Advisors is an independent wealth advisory firm launched in 2008. We are seeking a First Impressions Coordinator with five or more years of experience to join our team! Headquartered in West Chester, Ohio, we work with clients across 30 states. Providing exceptional service and value to clients are our hallmarks.

You will play a vital role as the first person our clients see when they visit and speak to by phone. These "first impressions" leave a lasting impact on our guests. Therefore, it is imperative that you make everyone feel welcome.  Typical work hours are from 8:30a - 5p M-Th, and 8:30a - 4p F.  No weekends.

Benefits

We offer a broad range of benefits such as:

• Medical, dental, vision and disability insurance
• Vacation and personal time off
• Paid company holidays
• Tuition reimbursement
• 401(k) plan with a yearly company contribution
• Discretionary profit sharing
• Referral bonuses

Job Responsibilities

• You will perform a wide variety of office and administrative functions as well as support other team members to drive company success.
• You must be comfortable communicating with clients, prospective clients, and our strategic partners on a regular basis.
• 25% Manage a wide range of administrative activities, 20% Handle inbound/outbound communications, 15% Monitor inventory levels and purchase supplies, 15% Organize, scan, and file documents (paper & electronic), 15% Assist with special projects on an ad hoc basis, 5% Perform light cleaning and upkeep, 5% Greet guests as they arrive and help them settle into conference rooms for meetings.

Qualifications

• REQUIRED - A minimum 5 years of experience as a receptionist or office administrator
• Personable, outgoing, energetic, and professional
• Highly organized with attention to detail and accuracy
• Strong written and oral communications skills
• Financial industry experience is helpful but not required
• Adept multi-tasker who can easily move from one project or activity to another
• Notary Public designation is preferred but not required
• Team player who is willing to assist other team members whenever business needs arise
• High School diploma, at a minimum, with excellent skills and relevant experience

We're an equal opportunity employer.  All applicants will be considered for employment without attention to race, color, religion, sex, national origin, veteran or disability status.