Receptionist

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. San Juan, PR, PR 4 days ago Requisition ID: 1353 Job Description - Receptionist About the Role Our client, a wealth management & retirement plans firm, is seeking a professional, organized, and customer-focused Receptionist to serve as the first point of contact for clients, visitors, and business partners. This role plays a key part in delivering an exceptional client experience while supporting administrative and operational functions of the office. The ideal candidate is bilingual (English & Spanish) , has strong organizational and communication skills, tech-savvy, detail-oriented, and comfortable interacting with clients in a professional, friendly, and confident manner. Key Responsibilities Handle inbound and outbound client calls in English and Spanish, delivering courteous and professional service. Respond to general inquiries and provide accurate information to clients and visitors. Welcome clients, visitors, and vendors in a professional and courteous manner. Assist in the creation, preparation, and processing of client contracts and related documentation. Schedule appointments, meetings, and conference calls. Enter, update, and maintain accurate client records and documentation in internal systems and databases. Support onboarding and ongoing servicing of wealth management and retirement plan clients. Coordinate document collection, follow-ups, and compliance-related paperwork. Assist with scheduling, email correspondence, and client communications. Maintain confidentiality and handle sensitive financial and personal information with discretion. Support additional administrative and operational tasks as assigned. Qualifications & Skills Intermediate English proficiency required (spoken and written), with the ability to answer and direct telephone calls, greet and assist English-speaking clients and visitors, respond to basic inquiries, and communicate effectively in a professional office environment. Previous experience in reception, customer service, or administrative support roles. Strong technology skills, including: Microsoft Word Microsoft Excel Microsoft PowerPoint Excellent interpersonal and communication skills, with a client-focused mindset. Strong attention to detail, organization, and follow-through. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Professional demeanor and ability to interact confidently with clients and internal teams. Why Joining the Team Be part of a growing firm dedicated to delivering personalized, high-quality wealth management and retirement solutions. Collaborative and professional work environment. Opportunity to build experience in the financial services and retirement planning space. Exposure to client relationship management and core business operations. #J-18808-Ljbffr Agc-Consulting