Current Opening: Receptionist

Job Summary

This role is a key part of firm’s administrative support team and reports directly to the firm’s Ownership group. The firm and its Owners need help and support so that they can focus on taking care of clients and growing the firm. The primary duty is to provide excellent customer service to our clients. The Receptionist will be the first point of contact for our client families and prospective clients when they call in and come into our office. Therefore, the Receptionists attire must be professional.

Desired Traits

Extremely organized, mature, detail-oriented, self-motivated, practical, logical, client satisfaction focused, willing to learn to systems

Required Qualifications

  • Previous experience in a professional office
  • Strong organizational skills
  • Excellent verbal and written communication skills
  • Strong typing skills
  • Commitment to providing exceptional service to clients and support to staff and owners
  • Demonstrated computer literacy, including proficient use of the entire Microsoft Office suite, with an emphasis on Microsoft Outlook
  • Time management skills

Company Description

Stepp & Rothwell is the premier “fee-only” financial planning and investment advisory firm in the Kansas City area. Our team of financial professionals provides unbiased, results-oriented advice, which offers our clients the knowledge they need to make informed decisions about their future. Because we believe issues like financial independence, estate planning, tax planning, cash flow management, risk management, education planning, and wealth accumulation and preservation are completely interrelated, we develop client-specific strategies that encompass them all. We make differences in our clients’ lives every day by helping them make the very best choices about the parts of their lives that matter the most:  their children’s education and support, their careers, their financial independence, their giving plans, and their ultimate legacy.

At Stepp & Rothwell, we value our employees as much as we value our clients. We recognize that each person has a unique background with different educational experiences, skills, and aptitudes. We build our business on that diversity by capitalizing on your strengths. Because we promote from within, we place a high value on personal and professional growth through external education and internal coaching and mentorship. We provide a supportive, intellectually challenging, family atmosphere in which to learn to become a real comprehensive financial advisor, not a glorified salesperson. Our compensation and benefits packages are competitive and include health and dental insurance, a generous retirement plan, and reimbursement for professional education.

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