Overview
Front Desk Agent Jobs in Gilroy, CA at BMVHotels LP
Summary:
Join our high performing and Forbes recognized “Best in State Wealth Management Team’ as an Administrative Assistant Scheduling Coordinator. Elevate your career in a culture focused, mission and values driven environment that leverages your unique skills and contributions alongside other dynamic professionals.
Benefits:
Hybrid work environment
Paid company incentives
Paid time off/paid holidays
Paid volunteer opportunities
Company donation match
Health, Vision & Dental Insurance
Health Savings Account
401k & Company Match
Company paid insurances: short-term disability, long-term disability, long-term care, AD&D
Company outings
Primary Responsibilities:
Schedule, confirm, and reschedule visits and meetings.
Ownership and involvement with the visit and meeting confirmation and rescheduling process.
Look for opportunities to keep the calendar as efficient and up to date as possible.
Make outbound calls to clients and/or prospective clients to schedule visits.
Maintain a professional and welcoming demeanor when greeting and interacting with clients, whether in person, or over the telephone or email.
Answer questions and provide readily available information to clients with support relating to their visits.
Promptly respond to emails, calls, and voicemails as necessary.
Utilize to-do lists, calendars, computer software or other work/time management systems.
Perform other duties as assigned by the Financial Advisor(s) or other leaders.
Job Type: Full-time
Benefits:
401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance
Schedule:
Monday to Friday
Education:
Associate (Preferred)
Experience:
Financial services: 1 year (Preferred)
Calendar management: 1 year (Required)
Appointment scheduling: 1 year (Required)
Ability to Relocate:
Wellesley Hills, MA 02481: Relocate before starting work (Required)
Work Location: Hybrid remote in Wellesley Hills, MA 02481
Title: Front Desk Agent
Company: BMVHotels LP
Location: Gilroy, CA
