About the Company
Lincoln Financial Group, founded in 1905, is a Fortune 500 company dedicated to helping Americans achieve their financial goals. With a strong commitment to diversity, equity, and inclusion, we offer a wide range of financial solutions, including life insurance, annuities, retirement plan services, and group protection. We pride ourselves on a professional corporate environment that fosters growth and innovation.
Job Description
We are seeking a highly professional and organized individual to join our Fort Wayne office as a Wealth Management Receptionist. This role is crucial as the first point of contact for clients and visitors, ensuring a positive and efficient experience. You will provide essential administrative support, contributing to the smooth operation of our busy wealth management team.
Key Responsibilities
- Greet clients and visitors warmly, directing them to the appropriate personnel or meeting rooms.
- Manage incoming calls and correspondence, accurately relaying messages and information.
- Schedule and confirm appointments for financial advisors and executives.
- Maintain a tidy and professional reception area, ensuring all necessary supplies are stocked.
- Assist with various administrative tasks, including data entry, filing, and document preparation.
- Handle incoming and outgoing mail and packages.
- Support office events and meetings as needed.
- Adhere to all company policies and maintain strict confidentiality of client information.
Required Skills
- Exceptional verbal and written communication skills.
- Strong organizational and multitasking abilities.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Professional demeanor and appearance.
- Ability to work independently and as part of a team.
- Excellent interpersonal skills and a client-focused approach.
Preferred Qualifications
- Previous experience in a corporate or financial services environment.
- Familiarity with wealth management terminology and processes.
- Experience with multi-line phone systems and scheduling software.
- Associate's degree or relevant certification.
Perks & Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health, dental, and vision insurance plans.
- 401(k) retirement plan with company match.
- Paid time off and company-paid holidays.
- Life insurance and disability benefits.
- Opportunities for professional development and career advancement.
- Access to employee wellness programs.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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