Receptionist and Office Manager

Role Description

Providence Capital Advisors is seeking a Receptionist & Office Manager to serve as the first point of contact for clients and visitors while ensuring the smooth day-to-day office operations. This position combines front-desk administrative responsibilities with office coordination, and operational support to maintain a professional, efficient, and welcoming environment. This is a full-time on-site role in Charlotte, NC.

Key Responsibilities

Reception & Client Experience

· Greet and assist clients, visitors, and vendors in a professional and courteous manner

· Manage incoming and outgoing mail, packages, and deliveries

· Maintain a clean, organized, and welcoming reception area and conference rooms

Office Management & Operations

· Maintain office supplies inventory and place orders as needed

· Coordinate with vendors, service providers, and building management

· Support basic invoice processing and expense records management

· Manage office equipment (copiers, printers, phones) and troubleshoot minor issues

· Support daily office operations to ensure efficiency and organization

Administrative Support

· Assist with document scanning and filing

· Support onboarding logistics for new employees (workplace setup, platform access)

· Help coordinate internal meetings, events, and team communications

Qualifications

· 3+ years of experience in a receptionist, administrative, or office management role

· Strong organizational and multitasking skills with attention to detail

· Excellent verbal and written communication skills

· Basic proficiency in Microsoft Office (Word, Excel, Outlook) and general office technology

· Ability to handle sensitive information with professionalism and confidentiality

Key Attributes

· Professional demeanor and strong customer service orientation

· Problem-solving mindset and ability to work independently

· Strong time management and prioritization skills

· Adaptability in a fast-paced environment

· Team-oriented with a proactive approach

About Providence Capital Advisors

We are an independent Registered Investment Advisor focused on delivering disciplined portfolio management and thoughtful financial guidance through a collaborative, team-based approach. Our firm serves individuals, families, and institutions, and we are committed to building long-term relationships through transparency, expertise, and personalized service.