Administrative Receptionist

Dodds Wealth Advisors, a family-owned and family-operated financial planning firm, is seeking an Administrative Receptionist to assist us in delivering a “wow” experience for our clients. This is your chance to play a key role in the future success of our fast-growing organization!

Our mission at Dodds Wealth Advisors is to walk with others, guiding them to peace of mind and confidence. We know that money doesn’t come with instructions, and we want people to be able to focus on what they care about most. If you are a self-starter, team player, and share our mission, then we would love to hear from you!

Who We Are Looking For:
The Administrative Receptionist plays a vital role in setting the tone for the organization. As the first and last person clients see when they are in the office, as well as the first person they speak to when they call our office, the Administrative Receptionist is instrumental in making sure clients have a memorable experience.

What to Expect:

• Sets the tone of positivity and energetic client interactions within the office
• Engages clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office
• Serves as an innovative contributor to creating a “wow” experience for our clients
• Handles incoming telephone calls
• Schedules and confirms client appointments within our office
• Supports our Advisors with administrative tasks required for account servicing
• Maintains written documentation of all activities within our internal CRM
• Coordinates the assembly and mailing of client paperwork
• Sorts and distributes the mail
• Coordinates with outside vendors (USPS, Fed Ex, office vendors, etc.)
• Assists with coordinating & planning client-focused events
• Performs other duties as assigned

What You Need:

• A genuine interest in serving and caring for other people
• Excellent interpersonal skills
• Positive attitude and an extraordinary client service orientation
• Superior phone skills—friendly and helpful in all interactions on the phone
• Excellent organizational and time management skills and ability to multi-task
• High proficiency with technology, including but not limited to Microsoft Office Suite
• Displays the ability to quickly learn and adopt new technology
• Professional demeanor
• Attendance is an essential function

What We Offer:

• Competitive salary commensurate with experience
• Great working environment in a professional office location right in the heart of downtown Bellefontaine
• Health insurance with a Health Savings Account
• 401k benefit with company match
• Holiday Pay
• Paid Time Off

This is your chance to play a key role in the continued success of our company and our team.

Given the high demand for this position, we are only able to contact the most qualified candidates.

Job Type: Full-time

Pay: $30,000.00 - $40,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Health savings account
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday
• No nights

Ability to commute/relocate:

• Bellefontaine, OH 43311: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Preferred)

Experience:

• Customer Support & Client Services Occupations: 1 year (Preferred)

We offer a great working environment in a professional office location right in the heart of downtown Bellefontaine. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients’ lives.

If you’re interested in this opportunity, please send your resume and letter of interest to Troy Hermon – troy@doddswealthadvisors.com. Given the high demand for this position, we’re only able to contact the most qualified candidates.