Receptionist, Finance & Banking

This is an exciting opportunity to join our high growth Wealth Management team; but first, here is a little bit about Elements Financial:

WE MAKE MONDAYS MORE ENJOYABLE.

There are many ways to describe the Elements culture: fun, meaningful, supportive, and full of opportunities. See here for more information - https://(Use the "Apply for this Job" box below)./

Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading-edge technology.

Now let's get into this exciting role!

Elements Financial is a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to Empower Members to Achieve Financial Success
. This (approximately) 8-month-long temporary position will support our financial advisors, who are industry experts providing guidance and advice to members to reach their financial goals. In addition to administrative skills, attention to detail, team collaboration, active participation and fostering an environment of trust are important attributes to bring to our team.

You will learn how to be the expert to best serve our members:

• Use advanced computer skills to efficiently navigate through several programs, i.e. Word, Excel as needed
• Provide excellent client service through answering phone calls greeting clients and taking messages.

You will make a difference as you live out our purpose:

• Maintain excellent organization of daily work and continually prioritize tasks throughout each day.
• Other duties as assigned.

You will help grow the business:

• Outreach to clients to schedule and confirm appointments with advisors.
• High school diploma or equivalent required.
• Demonstrate customer service skills and ability to communicate with a broad range of people.
• Demonstrate a proficient use of technology tools and possess basic system navigation skills.
• Candidates must successfully complete background prescreening for Elements Financial Federal Credit Union and LPL Financial before an offer for employment will be made.