Part Time Receptionist/Administrative Assistant

Company Description North Main Financial Group LLC (NMFG) is a financial services firm that supports clients across many aspects of their financial lives. The firm takes a holistic approach, focusing on each client’s overall situation rather than the size of their assets. NMFG is committed to managing well what clients have, tailoring strategies to fit their unique needs and goals. This client-centered philosophy guides the firm’s advice, planning, and long-term relationships.

Role Description Part Time Receptionist/Administrative Assistant role is on-site positioned in Cornelius, NC. The individual in this role will answer and direct phone calls, manage incoming and outgoing mail, scheduling and confirming appointments, and supporting team with basic administrative tasks. Th role requires consistent professionalism, discretion, and a strong customer service orientation in all interactions.

Qualifications

• Demonstrated receptionist and front desk skills, including greeting visitors and managing reception duties.
• Strong phone etiquette and communication skills for handling calls and client inquires professionally.
• Clerical skills such as filing, data entry, mail handling, and maintaining organized records.
• Customer service experience with a focus on building positive, respectful relationships with clients and colleagues.
• Basic proficiency with office software (e.g., email, word processing, calendars) and comfort learning new systems.
• Ability to maintain confidentiality and handle sensitive financial information with care.
• Strong attention to detail, reliability, and the ability to manage multiple tasks in a professional office setting.