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Financial Services Answering

Calls should be answered with confidence and competence

If you don’t have a dedicated receptionist your calls will go to voice mail or you will often be interrupted by nuisance and sales calls. Not a good use of your time!

Genie Receptionist receptionists will announce all your calls and you can decide if you want to take them or not. If you are unavailable, we will take an accurate and complete message and send it to you via email, text, or fax.

  • You will never miss an important call or lose an opportunity for new business!
  • You will never take another call that wastes your time!
  • You will get more work done with fewer interruptions!

Your clients will be served by bright, friendly, and articulate receptionists who enjoy taking care of your business!

Our Clients say it best….

“The huge volume of calls we get during and after tax season are professionally answered by the Front Office receptionists. They schedule appointments, take messages, transfer client calls to the appropriate person and they can handle basic questions like directions and hours. We stay focused on our work knowing our callers are well taken care of.”
— Tom Mischley, Douglas Mischley Associates, CPA (Client 11 years)

“Having Front Office answer my phones has freed up my time to stay focused on revenue-generating activities.  The receptionists are consistent in their quality and I have never had an issue or complaint from a client, which is exactly what I was looking for.”

— Tyson Kunst, Founder/Owner Income Planning Associates (Client 6 years)