Receptionist
Financial Synergies Wealth Advisors
Position Summary
The Receptionist is the first point of contact for clients, visitors, vendors, and team members and plays an important role in creating a welcoming, professional, and efficient office environment. This position manages front-desk communications, supports daily office operations, and provides administrative assistance to ensure the office runs smoothly. Essential Duties and Responsibilities Client and Visitor Experience- Greet clients, visitors, vendors, and business partners promptly and professionally.
- Notify the appropriate team member when a guest arrives and assist visitors while they wait.
- Provide every guest with a welcoming, courteous, and positive experience.
- Maintain a clean, organized, and professional reception area, waiting area, and conference rooms.
- Follow established visitor, building-access, and office security procedures.
- Answer, screen, and route incoming telephone calls promptly and accurately.
- Monitor general company email inboxes and direct messages to the appropriate team members.
- Respond to routine questions and provide accurate information in a timely and professional manner.
- Take clear and complete messages and ensure they reach the intended recipient.
- Assist with resolving routine inquiries and concerns, escalating matters when appropriate.
- Manage conference room calendars and resolve scheduling conflicts as needed.
- Coordinate appointments, interviews, internal meetings, and other office activities.
- Prepare conference rooms before meetings and restore them afterward.
- Assist with meeting logistics, including materials, refreshments, technology, and guest accommodations.
- Provide calendar and scheduling support as assigned.
- Receive, sort, and distribute incoming mail, packages, and courier deliveries.
- Prepare and process outgoing mail, shipments, and special deliveries.
- Track time-sensitive or important packages when necessary.
- Maintain accurate and organized mailing, shipping, filing, and recordkeeping systems.
- Scan, copy, file, and organize physical and electronic documents.
- Assist with document preparation, data entry, correspondence, and general administrative projects.
- Maintain accurate records and follow established document-management procedures.
- Provide administrative support to team members and departments as assigned.
- Handle confidential information with discretion and professionalism.
- Monitor inventory and restock office supplies, kitchen supplies, and breakroom necessities.
- Keep shared office spaces organized, presentable, and ready for use.
- Monitor office equipment and report service or maintenance needs promptly.
- Refill printer and copier paper trays and ensure commonly used equipment remains operational.
- Communicate supply needs and assist with placing or receiving orders as directed.
- Identify routine office needs and take appropriate action without requiring repeated follow-up.
- Perform other duties and special projects as assigned.
- High school diploma or equivalent required; additional administrative or office-related training is preferred.
- Previous experience in a receptionist, customer service, or administrative support role is preferred.
- Excellent customer service and interpersonal skills.
- Strong verbal and written communication abilities.
- Exceptional organizational and time-management skills.
- Ability to manage interruptions, multitask, and prioritize responsibilities in a fast-paced environment.
- Strong attention to detail, accuracy, and follow-through.
- Proficiency with Microsoft Office applications, including Outlook, Word, Excel, and Teams.
- Ability to learn and use office equipment, telephone systems, and other technology platforms.
- Ability to work independently, use sound judgment, and take initiative.
- Consistent dependability, punctuality, and professional presentation.
- Ability to maintain confidentiality and handle sensitive information appropriately.
- Professionalism and Dependability
- Client and Customer Service
- Communication
- Organization and Planning
- Initiative and Follow-Through
- Time and Priority Management
- Problem-Solving
- Adaptability
- Teamwork
- Attention to Detail
Vacancy posted 5 days ago
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