Receptionist

The Remote Receptionist is often the first point of contact for our firm and plays an essential role in creating a welcoming, professional experience for clients. In this position, you will manage incoming calls and communications, coordinate scheduling, and provide administrative support that helps keep our team organized and our operations running smoothly. We're looking for someone who is friendly, detail-oriented, and highly organized, with excellent communication and customer service skills. The ideal candidate enjoys helping others, can effectively manage multiple priorities, and thrives in a fast-paced, team-oriented environment. While this is a remote position, you'll collaborate closely with colleagues to ensure clients receive exceptional service every step of the way. We offer a collaborative, mission-driven culture where your work directly supports families during important life and planning decisions. In addition to hourly pay, eligible employees receive wellness and home office reimbursements worth up to $7,800 annually. We also offer a $500 sign on bonus. Responsibilities: • Answer and direct incoming calls in a courteous and professional manner. • Respond to emails and online inquiries promptly and efficiently. • Schedule appointments and manage calendars for staff as needed. • Provide general information about the company, products, or services to clients and customers. • Maintain accurate records of interactions and update client information in the system. • Assist with light administrative tasks such as data entry and document preparation. • Coordinating/managing the ordering of office supplies. • Placing lunch orders for team meetings. • Communicate effectively with internal teams to ensure smooth operations. Qualifications: • Previous experience in a receptionist, customer service, or administrative role required. • High school diploma required. • Excellent communication skills (both verbal and written). • Ability to work independently and stay productive in a remote environment. • Reliable internet connection and a quiet workspace. • Strong organizational and multitasking abilities. • Proficiency in technology, including phone systems, email, and scheduling software. • Experience with CRM or customer service software. • Familiarity with virtual phone systems and video conferencing tools. • Ability to handle confidential information with discretion. Compensation: $23 per hour

• Answer and direct incoming calls in a courteous and professional manner. • Respond to emails and online inquiries promptly and efficiently. • Schedule appointments and manage calendars for staff as needed. • Provide general information about the company, products, or services to clients and customers. • Maintain accurate records of interactions and update client information in the system. • Assist with light administrative tasks such as data entry and document preparation. • Coordinating/managing the ordering of office supplies. • Placing lunch orders for team meetings. • Communicate effectively with internal teams to ensure smooth operations.