Company Description

Interlinc Financial Advisors, Inc. in Plano, TX, provides personalized financial planning services tailored to Pre-Retirees and Retirees. Our proactive approach serves clients address financial goals such as Income Planning, Medical Costs, Tax Strategies, Estate Planning, and Risk Management. We focus on strategies to minimize taxes, reduce financial risks, and plan for unexpected expenses.

Role Description

This is a full-time on-site role for a Front Desk Receptionist at Interlinc Financial Advisors, Inc. in Plano, TX. The Front Desk Receptionist will be responsible for scheduling for the office, phone etiquette & skills, receptionist duties, clerical skills, communication, and providing excellent client service and client experience on a daily basis.

Qualifications

• Phone Etiquette, experience and Communication skills
• Receptionist Duties and Clerical Skills
• Strong Client Service and client experience abilities
• Excellent written and verbal communication skills
• Attention to detail and organizational skills
• Ability to multitask and prioritize tasks effectively
• Previous experience in a similar role is a must
• Previous experience scheduling multiple advisors is a must
• High school diploma or equivalent required
• Knowledge of Ring Central (how to set it up and how to use it) is a must
• Knowledge of Calendly (how to set it up and how to use it) is a must
• CRM skills (Wealthbox)

Helpful Attributes

We are a growing office that needs a dynamic, outgoing, detailed, go getter that is tactful, systematic, responsive, ambitious, and determined. We need just the right fit to serve our clients and whom will align with our office values and culture.