Receptionist/Admin Assistant

Position Title: Receptionist

We are seeking a polished, personable, and service-driven Receptionist to serve as a key first point of contact for clients, prospects, and visitors. This highly visible position will manage a busy front desk, handle a high volume of incoming calls, greet clients, assist with scheduling, and provide direct administrative support to the Office Manager.

The ideal candidate is professional, reliable, and confident communicating with a wide range of people while maintaining a warm, patient, and welcoming demeanor in every interaction

Salary Range : $45,000 - $60,000 / Year, DOE

Responsibilities

• Serve as a welcoming and professional first point of contact for clients, prospects, visitors, and callers
• Manage a high volume of inbound calls, appropriately route callers to advisors, and provide friendly outbound appointment reminders as needed
• Greet clients upon arrival and create a polished, comfortable in-office experience
• Assist with client scheduling, appointment coordination, and general administrative needs
• Provide day-to-day administrative support to the Office Manager and broader client relations team
• Professionally navigate occasional challenging or sensitive client interactions while remaining calm and solutions-focused
• Support front desk coverage across two floors of the office while maintaining consistent service standards

Requirements

• 2+ years of professional office, administrative, hospitality, retail, or other relevant client-facing experience
• Exceptional telephone presence with strong verbal and written communication skills
• Warm, personable and professional demeanor with the ability to connect with clients of varying ages and backgrounds
• Strong proficiency with Microsoft Office and confidence learning new technology and software
• Polished, professional presence suited to a client-facing financial services environment
• Reliable, patient, and composed with the ability to manage a fast-paced front desk without becoming overwhelmed
• Collaborative and trainable with a genuine commitment to providing exceptional client service

Benefits

• Health insurance
• 401(k) with a company match
• 10 paid holidays, including your birthday
• 10 days of accrued PTO to start
• Discretionary quarterly bonus of up to 10% of annual salary
• Annual performance reviews and compensation increases
• Comprehensive training and ongoing professional development
• Long-term growth opportunities within operations or the advisor side of the organization