Front Desk Receptionist

POSITION OVERVIEW

We are seeking a proactive Front Office Specialist to serve as the welcoming first point of contact at our Columbus office. This position combines exceptional client service, front-desk operations, administrative coordination, and day-to-day hospitality. The ideal candidate exercises sound judgment, takes ownership of responsibilities, and confidently resolves matters within their scope while recognizing when an issue requires additional support. This is a highly visible role with meaningful responsibility for creating a professional, seamless client experience.

KEY RESPONSIBILITIES

Client Reception & Experience

• Welcome and host every client with warmth and professionalism.
• Anticipate client needs, assist with seating and refreshments, notify the appropriate advisor of arrivals, and ensure a smooth handoff.
• Maintain a consistently polished and welcoming reception experience from arrival through departure.

Phone & Communication Management

• Serve as a professional and responsive first point of contact by phone.
• Resolve routine requests independently, appropriately route matters requiring additional assistance, and ensure follow-up is completed.
• Maintain a high standard of responsiveness and professionalism in all client communications.

Conference Room & Office Coordination

• Manage conference room calendars, scheduling, conflicts, and meeting turnover.
• Ensure conference rooms are clean, organized, fully stocked, and prepared for each meeting.
• Monitor office hospitality supplies and proactively address needs before they affect the client experience.

Meeting Documentation & Records

• Maintain accurate meeting logs and records, including attendance and relevant notes in the CRM.
• Ensure client information and meeting details are documented consistently and are accessible to the appropriate team members.

Seminar & Client Event Support

• Provide day-of hospitality and administrative support for seminars and client events.
• Manage guest check-in, assist with name recognition, and ensure attendees feel welcomed and attended to throughout the experience.
• Help create a positive and professional first impression for prospective and existing clients.

Client Relationship Support

• Support the Client Relationship Manager in delivering a consistent client experience from [first seminar through onboarding and beyond].
• Execute established client touchpoints and provide timely observations and information gathered through day-to-day client interactions.
• Serve as an important in-person extension of the broader client relationship strategy.

QUALIFICATIONS & EXPERIENCE

• 2+ years of experience in reception, client services, hospitality, administrative support, or a similar client-facing role.
• Demonstrated ability to provide warm, professional, and highly attentive client service.
• Strong organizational skills and exceptional attention to detail.
• Ability to manage multiple priorities and frequent interruptions while maintaining composure and accuracy.
• Demonstrated initiative and sound judgment, with the ability to work independently within established guidelines.
• Strong interpersonal and communication skills, with the ability to build rapport and remember client preferences and details.
• High level of discretion and professionalism when handling confidential client information.
• Proficiency and comfortability working with calendars and CRM systems.

WHY COLUMBUS, WHY NOW

Our Columbus office is growing, and this role will play an important part in shaping the client experience in the Columbus office. You will have the opportunity to establish strong operational practices, contribute ideas, and take meaningful ownership of the client-facing experience.

SUCCESS IN THE FIRST 90 DAYS

• Every client arrival is handled warmly, professionally, and efficiently, with advisors promptly notified.
• Conference room scheduling and turnover operate smoothly, with minimal conflicts or last-minute scrambling.
• Routine client and administrative requests are resolved efficiently within the role's scope.
• Clients and team members recognize you as a dependable and trusted point of contact.

Location / Job Type : Full-time; In-Office; Columbus, OH 43235

Schedule : Mon-Fri, 8:30 am to 5:00 pm, with additional hours as needed to meet business demands.

Compensation : $40,000-$55,000, based on experience, plus performance-based bonuses.

Benefits : 401(k) with matching, Dental/Health/Vision Insurance, Paid Time Off/Parental Leave