Broker Check

Administrative Position

Part-Time Receptionist in West Union, IA and Decorah, IA:

Knox Financial is seeking a Receptionist to manage our West Union front desk on Fridays and to perform a variety of administrative and clerical tasks.  This is a part-time position.  Seeking Fridays from 8am to 4pm, with additional days and hours negotiable.

As a Receptionist, you will be the first point of contact for our company. Our Receptionist’s duties include offering administrative support across the organization. You will welcome guests and greet people who visit the business. You will also coordinate front-desk activities, including distributing correspondence and redirecting phone calls.

To be successful as a Receptionist, you should have a pleasant personality, as this is also a customer service role. Multitasking abilities are essential for this position. 

A Receptionist’s duties and responsibilities are to ensure the front desk welcomes guests positively, and executes all administrative tasks to the highest quality standards.

Responsibilities

  • Greet and welcome guests as soon as they arrive at the office
  • Direct visitors to the appropriate person and office
  • Answer, screen and forward incoming phone calls
  • Ensure reception area is tidy and presentable
  • Provide basic and accurate information in-person and via phone/email
  • Receive, sort and distribute daily mail/deliveries
  • Maintain office security by following safety procedures 
  • Order front office supplies and keep inventory of stock
  • Update calendars and schedule meetings
  • Perform other clerical receptionist duties such as scanning, filing, photocopying, 

Requirements

  • Proven work experience as a Receptionist, Front Office Representative or similar role
  • Proficiency in Microsoft Office Suite
  • Familiarity with Client Records Database
  • Hands-on experience with office equipment (e.g. phones and printers)
  • Professional attitude and appearance
  • Solid written and verbal communication skills
  • Ability to be resourceful and proactive 
  • Excellent organizational skills
  • Multitasking and time-management skills, with the ability to prioritize tasks
  • Customer service attitude
  • High school degree; additional certification in Office Management is a plus

Compensation

Knox Financial offers competitive wages, immediate access to retirement plan, paid-time off, holiday pay, and opportunity for advancement in our organization.

To apply, please submit your resume to careers@knoxfin.com or send via mail to Knox Financial Services, 122 Winnebago Street, Decorah, IA 52101.



Career Opportunities With Our Firm

Knox Financial is actively seeking financial professionals with a desire to provide comprehensive financial planning and wealth management services to clients.

The right person is creative, reliable, innovative, and is an open communicator.  If you have a desire to provide outstanding client service, and possess an entrepreneurial spirit with a committment to succeed, you will fit well with our team. 

A broad knowledge of the financial planning world is necessary for this position.  The Advisor should have a four-year college degree, and possess or be willing to obtain appropriate securities registrations and insurance licenses. 

Experience with working directly with individuals and groups is a must, as the Advisor will be responsible for developing, supporting and managing new client relationships.

We utilize innovative technology, leading products and services that are also available from national firms, but retain our independence, allowing us to focus on our clients' needs, not a corporate agenda.  We take pride in our local ownership, local decisions and a family-owned culture, allowing us to objectively develop Solutions when working with our clients.  We believe our clients benefit from our collaborative team approach. 

As an Advisor with our firm, you will enjoy the opportunity to develop client relationships backed with the support, technology, collaborative team knowledge, experience and structure of an established practice.  

Giving back to the community is an integral part of our team culture.

If you are interested in becoming a Financial Advisor or are an existing Advisor seeking new opportunities, call Jason Knox at 1-877-566-9468 or email your resume to Advisor Opportunities

If you are an Advisor with an existing firm and reach out to us, be assured that our conversation will be held completely private.