Receptionist / Admin Asst

Freedom Financial Group has been providing financial services since 1994. We create customized financial solutions, implement those solutions, and help clients navigate their business and life plans as change occurs. We do this by providing coordinated planning in which we look at Investments, Insurance, Retirement, Cash Flow, Legal*, Tax Planning*, and much more.

FFG’s Core Values: Integrity – Service – Team – Innovation - Hope

We are looking for a cheerful, energetic individual to fill the position of Receptionist / Office Admin in our Bismarck office. This individual will be required to perform the following tasks and must possess the following skills:

· Greet clients

· Use multi-line phone system to field incoming phone calls, transfer calls, and check voice mail.

· Schedule appointments, coordinate advisor’s schedule, and confirm client appointments

· Maintain clean appearance of front office and conference rooms

· Monitor email

· Process incoming/outgoing mail

· Scanning and saving documents to our cloud-based server

· Input client data into our client relationship management (CRM) system

· Complete applications & required paperwork for insurance and investment clients

· Follow up and extreme attention to detail on client paperwork

· Assist Advisors and Operations Manager with AdHoc tasks to do with marketing, client events (in person & online), and other misc. projects.

Required Experience:

· Customer Service

· Microsoft Office (Word, Excel, PowerPoint)

Preferred Experience:

· CRM Software (Customer Relationship Management)

· Cloud Document Storage Software

· Life & Disability Insurance Knowledge

· Investment Knowledge

· Zoom or other online based meeting software

Job Type: Full-Time

Schedule: Monday – Friday 8am to 5pm

Starting Pay Rate for This Position is $16-20/hour but is negotiable depending on experience.

Benefits:

· 401(k) with Company Match

· Paid Time Off

· Individual health insurance – company covers 50% premiums

· 8 paid holidays per year

Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning. Freedom Financial Group is independent of BFCFS and BFC Planning.

*Our firm does not provide legal or tax advice. We partner with unaffiliated tax & legal professionals to coordinate your overall plan. Be sure to consult with your own legal, tax, and health advisors before taking any action that may have tax implications.

Pay: $16.00 - $20.00 per hour

Benefits:

• 401(k) matching
• Health insurance
• Paid time off

Work Location: In person