Job Description

Join Our Team as a Receptionist at Stonebridge Insurance & Wealth Management – Omaha, NE

Are you a personable, organized professional passionate about delivering exceptional client experiences? Stonebridge Insurance & Wealth Management is seeking an enthusiastic Receptionist to become the welcoming face and voice of our firm. In this essential role, you'll ensure every client interaction reflects our dedication to personalized, holistic financial planning.

Compensation: $40,000 - $45,000 + Bonuses

Key Responsibilities:

Client Interaction & Communication:

• Provide a warm, welcoming environment, creating a positive and professional first impression for all clients and visitors.
• Professionally handle incoming calls, efficiently directing inquiries to the appropriate team members.
• Manage and coordinate appointment scheduling, ensuring seamless organization of the office calendar.

Administrative Support:

• Oversee incoming and outgoing mail and packages, ensuring accurate and timely distribution.
• Assist in document preparation, data entry, and maintain well-organized records.
• Monitor and replenish office supplies inventory, placing orders proactively to maintain an efficient workspace.

Qualifications:

• High school diploma or equivalent; associate degree or relevant certification is preferred.
• Previous experience as a receptionist, administrative assistant, or in a customer service role.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and familiarity with standard office equipment.
• Strong organizational skills and the ability to multitask effectively.

If you're a proactive individual committed to exceptional client service, we invite you to join our dedicated team and contribute to making a meaningful difference.

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