Receptionist / Director of First Impressions

Job Description

Job Description

Receptionist / Director of First Impressions

Visper Retirement Solutions | Worcester, MA (In Person)
$50,000–$55,000 per year, based on experience

Full-time | Monday–Friday, 9 AM–5 PM

About Visper
Visper Retirement Solutions is a boutique financial services firm specializing in retirement planning. We help individuals and families make informed decisions about retirement income, Social Security, asset protection, and estate planning.

We believe financial planning shouldn’t be complicated or intimidating. As a small company, we work closely together, know our clients by name, and rely on every team member to deliver a warm, professional experience.

About the Role
Do you enjoy meeting people, making others feel welcome, and keeping things organized? We’re looking for a personable, professional, and highly organized Receptionist / Director of First Impressions to be the first point of contact for our clients, prospective clients, and guests. You’ll welcome clients throughout the day and provide front-office support to a team of three. Your warmth, communication skills, and organization will shape how people experience our firm.

Key Responsibilities

• Greet clients, prospective clients, and visitors with warmth and professionalism, and make sure every guest feels comfortable and well cared for.
• Answer incoming calls, direct inquiries, and communicate professionally with clients and business partners.
• Schedule and confirm client appointments using Calendly and Outlook, and manage calendars and messages for a team of three.
• Prepare conference rooms and meeting materials before each client appointment.
• Support our monthly educational workshops by making confirmation calls and helping prepare materials and logistics.
• Maintain accurate client records in our CRM (Wealthbox), and handle data entry, correspondence, and filing.
• Handle sensitive client information with discretion and strict confidentiality.
• Monitor inventory and order office supplies so the office is always well stocked.
• Keep the office welcoming, organized, and professional, and anticipate needs so the day runs smoothly.

What Makes You a Great Fit

Personality and communication skills are our top priorities.

We’re looking for someone who:

• Has a warm, outgoing personality and genuinely enjoys interacting with people.
• Communicates clearly, confidently, and professionally in person, over the phone, and in writing.
• Is exceptionally organized and pays close attention to detail.
• Can manage multiple priorities without losing track of important responsibilities.
• Is proactive, dependable, and takes ownership of getting things done.
• Exercises sound judgment and understands the importance of confidentiality.
• Is comfortable with Microsoft Office, Outlook, and scheduling tools such as Calendly.

Nice to have: Experience with Wealthbox or another CRM, or previous work in a financial services office.

Previous experience in reception, customer service, hospitality, or office administration is preferred, but we welcome candidates with the right personality, communication skills, and organizational abilities.

Why Join Us

• A small-company environment. You’ll work side by side with a team of three who know every client by name. Your ideas are heard, and good ones are put into action quickly.
• Real impact. As the first person clients see and hear, you’ll shape how people feel about planning one of the most important stages of their lives.
• Variety. Welcoming clients, managing calendars, and helping prepare monthly educational workshops keep each day engaging.
• Work-life balance. A consistent Monday–Friday, 9–5 schedule, with no evenings or weekends.
• Benefits that reflect what we do. As a retirement planning firm, we invest in your future.

Compensation and Benefits

• $50,000–$55,000 per year, based on experience
• 401(k) with a 6% employer match
• 3 weeks of paid time off plus paid holidays
• Benefit reimbursement

Interested?
If you’re personable, organized, dependable, and enjoy being the person who helps everything run smoothly, we’d love to hear from you. To apply, submit your résumé through ZipRecruiter along with a short note about why this role interests you.

Visper Retirement Solutions is a boutique financial services firm. We help individuals and families navigate one of life's biggest financial transitions: retirement.

We believe financial planning shouldn't be complicated or intimidating. As a small company, we work closely together, know our clients by name, and rely on every team member to help us deliver a warm, professional experience.

Company Description

Visper Retirement Solutions is a boutique financial services firm. We help individuals and families navigate one of life's biggest financial transitions: retirement.We believe financial planning shouldn't be complicated or intimidating. As a small company, we work closely together, know our clients by name, and rely on every team member to help us deliver a warm, professional experience.