Front Desk Receptionist - Management

Bonus based on performance

• Dental insurance
• Health insurance
• Job Title: Receptionist

Firm: Advanced Wealth Management Group
Advanced Wealth Management Group is seeking a professional and personable Wealth Management Receptionist to serve as the first point of contact for our clients and visitors. This role is focused on creating a welcoming office environment while supporting basic administrative and client service tasks.
Front Desk & Client Experience
Maintain a clean, organized, and client-ready reception area
Answer and route incoming phone calls
Scheduling & Office Support
Manage calendars for advisors as needed
Administrative & Processing Support
Processing simple withdrawals and deposits
Sending client statements and documents
Handling routine paperwork and data entry
~ Support general office operations and administrative needs

1–3 years of experience in a receptionist, administrative, or customer service role

• Ability to manage multiple tasks efficiently
• Basic proficiency with Microsoft Office

Experience in a professional services or financial services environment
Familiarity with office scheduling tools or CRM systems
This position is well-suited for someone who enjoys interacting with people, takes pride in organization, and contributes to a positive office atmosphere.