Receptionist

The Receptionist plays a critical role in transmitting the proper image of the firm by acting as the first point of contact to visitors, clients, suppliers, and business partners. The Receptionist will provide support to employees across the firm, receive and route telephone calls, greet clients and visitors, and perform a number of other tasks. This role is comprised of equal parts reception, administrative and office coordination duties.


Job Functions

• Serve as the first point of contact for employees, clients, and visitors by providing a professional, friendly, and welcoming office environment
• Professionally answer, screen, and direct incoming phone calls
• Greet and assist visitors, ensuring a positive and hospitable experience
• Maintain the office calendar and conference room schedules using Microsoft Outlook
• Coordinate meeting logistics, including conference room setup and breakdown, catering arrangements, meeting materials, and Microsoft Teams setup
• Troubleshoot basic technical issues related to conference room technology and virtual meetings
• Provide general administrative and clerical support to professionals across the office
• Assist with travel arrangements, expense reporting, data entry, and other administrative tasks as needed
• Partner with building management and facilities teams to ensure conference rooms, kitchens, and common areas are clean, stocked, and fully operational
• Maintain inventory of office supplies, snacks, beverages, and kitchen items; place orders as needed
• Support internal teams with day-to-day office operations and administrative requests
• Assist with special projects and additional office-related responsibilities as assigned

• Minimum of 2 years of administrative, receptionist, or customer service experience
• Previous experience within financial services or a professional office environment is a plus
• Advanced proficiency with Microsoft Outlook and Microsoft Teams with a working knowledge of other Microsoft Office applications, including Word and Excel
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
• Excellent verbal and written communication skills with strong attention to detail
• Professional demeanor with a customer service-oriented mindset
• Ability to work independently, exercise sound judgment, and maintain confidentiality
• Adaptable, dependable, and willing to support the evolving needs of the office