Description:

Berger Financial Group is seeking a detail-oriented and dedicated individual to join our Scottsdale Team as a Seasonal Office Administrator from the months of January to April. The Office Admin plays a key role in creating a warm and welcoming environment for our clients and guests, contributing significantly to the overall client experience.

Work Schedule:

• Monday - Friday, 9:00am - 4:00pm

Responsibilities:

• Greet clients and guests, ensuring a welcoming atmosphere.
• Answer and direct phone calls to the appropriate staff.
• Maintain a neat and professional reception area and office.
• Sort, open, and distribute mail.
• Restock supplies in the reception area and office.
• Schedule meetings for clients and staff.
• Scan documents and assist staff with various projects.
• Accurately maintain and update client documentation in company systems.
• Accurately assembling and delivering tax returns for clients.
• Develop working knowledge of new systems and seek to improve existing processes.

Requirements:

• 1+ years of experience in a receptionist role or similar.
• Excellent written and verbal communication skills for maintaining strong, professional client relationships.
• Strong computer skills to navigate the latest financial tools and technology.
• A proactive problem-solving approach and the ability to seek innovative solutions.
• Exceptional organizational skills and a strong attention to detail.

Headquartered in Plymouth, MN, BFG has expanded to 8 other locations throughout the U.S. including, 3 more in Minnesota, 2 in Arizona, 1 in Vermont, 1 in Maine and 1 in Illinois. Berger Financial Group remains the premier firm in this industry. Initially founded as a tax practice in 1981, BFG has broadened its services to include:

• Financial & Retirement Planning

• Portfolio Development & Management

• Income Tax Planning & Preparation