Bilingual Receptionist / Customer Service Associate

Published: 6/14/2022

Job Description

Asegure Su Legado LLC

Asegure Su Legado is a financial services firm that helps individuals and families with financial and retirement planning and estate planning coordination. We are seeking a friendly, organized Receptionist / Customer Service Associate to welcome clients, manage calls and appointments, and support the daily operations of our office.

Key Responsibilities

Greet clients and visitors, assist with check-in, and notify the appropriate team member when they arrive.
Answer inbound calls, respond to routine questions, take accurate messages, and route inquiries to the appropriate team member.
Make outbound calls to clients and prospective clients to schedule appointments, confirm meetings, and follow up on requests or missing information.
Schedule and reschedule appointments, maintain office calendars, and send appointment reminders.
Enter and update client and prospect information in the firm’s CRM, including contact details, call notes, and follow-up tasks.
Draft and proofread routine correspondence, appointment confirmations, and client forms using firm-approved templates and staff instructions.
Organize, scan, and file client documents. Handle confidential personal and financial information in accordance with firm procedures.
Refer questions about financial recommendations, products, or account decisions to the appropriate advisor.

Qualifications

Clear, professional communication skills in person, over the phone, and in writing.
Strong attention to detail and the ability to manage multiple appointments, calls, and follow-up tasks.
Comfortable using email, calendars, word processing software, and CRM systems.
Prior experience in reception, customer service, or administrative support preferred.
Bilingual English and Spanish skills preferred.
Financial services experience is a plus.

\nCompany Description

We are committed to integrity, education, excellent client service, and building long-term relationships. We are looking for motivated and dependable professionals who want to grow with our firm while making a meaningful difference in the lives of the families we serve.

Company Description

ASEGURE SU LEGADO LLC is a full services financial firm dedicated to helping individuals and families protect their assets and plan for their future. We specialize in financial planning, retirement planning, life insurance, and estate-planning education. Our bilingual team provides professional and personalized guidance to English- and Spanish-speaking communities in a welcoming office environment.\n\nWe are committed to integrity, education, excellent client service, and building long-term relationships. We are looking for motivated and dependable professionals who want to grow with our firm while making a meaningful difference in the lives of the families we serve.