Overview
Front Desk Sales/Wellness Representative Jobs in Plymouth Meeting, PA at Restore Hyper Wellness – RHWM004
Financial Advisor located in North Dallas seeking an Office Manager / Executive Assistant
An ideal candidate will be organized, thorough, and professional. They must be hard working and intelligent with a willingness to learn, along with a natural ability to work well with others in a collaborative team environment. The ideal candidate will have experience in banking, accounting, insurance, or financial services. We are a growing organization with opportunities for advancement and personal growth.
Responsibilities:
Support day-to-day operations including maintaining the office, ordering supplies, and fielding phone calls.
Organize, manage, and maintain calendar for President
Bookkeeping, bank account reconciliation, and invoice tracking
Responsible for reviewing incoming mail and maintaining filing systems
Pay state and federal taxes and complete monthly, quarterly, and annual tax forms
Complete new client paperwork and maintain client records
Report generation and research projects; support President with various projects as needed
Manage CRM client data and assist with completing client related forms and documents
Initiate and track client service requests on internal and vendor platforms
Requirements:
Proficiency in Microsoft Excel, Outlook, and Word
QuickBooks experience
Strong written and oral communication skills
Must be highly proficient with numbers and calculation skills
Ability to manage workload, prioritize tasks, and adapt to unanticipated changes
Detail-oriented, organized, and consistent follow-up
Must be available to work a consistent schedule and have good attendance
Ideal Candidate:
Will have a positive attitude and exhibit a growth mindset! We are a high growth company with opportunity for advancement.
Will be friendly and professional when speaking with clients, vendors, and colleagues.
Benefits:
Competitive pay
Potential bonuses based on performance
Paid Time Off – vacation and paid holidays
Medical benefits
Job Type: Full-time
Pay: $17.00 – $25.00 per hour
Benefits:
Health insurance
Paid time off
Professional development assistance
Schedule:
8 hour shift
Ability to Relocate:
Dallas, TX 75230: Relocate before starting work (Required)
Work Location: In person
Title: Front Desk Sales/Wellness Representative
Company: Restore Hyper Wellness – RHWM004
Location: Plymouth Meeting, PA
