Magellan Financial & Insurance Services, Inc. · 1 day ago
Front Desk Receptionist – Financial Advisory Office
Phoenix, AZ
Full-time
Onsite
Entry Level
$50K/yr - $60K/yr
1+ years expMagellan Financial & Insurance Services, Inc. is a rapidly growing independent advisory firm with a brand-new office in Scottsdale/Phoenix. They are hiring a professional, personable Front Desk Receptionist / Front Office Coordinator to deliver a five-star client welcome, keep the front office organized, and support daily operations.
Financial ServicesInsuranceService Industry
Hiring Manager
Isaiah Williams
Responsibilities
Greet clients and visitors warmly and professionally
Manage check-in and notify advisors when clients arrive
Maintain a clean, welcoming reception area (coffee/water, seating, signage)
Answer, screen, and route incoming calls with a professional phone presence
Monitor the main office inbox and route requests appropriately
Schedule, confirm, and remind clients of appointments using the CRM
Manage conference room bookings and ensure meeting spaces are ready
Receive and distribute mail/packages; coordinate outgoing mail
Qualification
Required
1+ year experience in reception, front desk, hospitality, or customer service
Strong communication skills and polished, professional presence
Comfortable with Outlook and basic Office tools (Word/Excel)
Organized, dependable, and able to multitask without dropping details
Discretion and professionalism with confidential client information
Company
Magellan Financial & Insurance Services, Inc.
The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Austin Nachbar
Director of Strategic Partnerships
Brendon Reed
Director of Strategic Partnerships
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