Job Details

Job Full Description

Receptionist - Admin
Employment Type: Full-Time
Industry: Financial Services
About Us

We are a premier financial firm dedicated to providing personalized financial strategies and exceptional client experiences. We pride ourselves on professionalism, integrity, and a client-first approach.
Position Overview

We are seeking a Receptionist who will serve as the first point of contact for our clients and visitors. This role requires a polished, professional demeanor, excellent communication skills, and the ability to manage multiple tasks in a fast-paced environment.
Key Responsibilities

• Greet clients and visitors warmly and ensure a positive first impression.
• Answer and direct phone calls promptly and professionally.
• Manage scheduling and coordinate appointments for advisors.
• Handle incoming and outgoing mail and deliveries.
• Maintain a clean and organized reception area.
• Assist with administrative tasks, including data entry and document preparation.
• Support the team with special projects as needed.

• High school diploma or equivalent; associate degree preferred.
• Previous experience in a receptionist or administrative role (accounting experience is a plus).
• Strong verbal and written communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Professional appearance and demeanor.
• Ability to maintain confidentiality and handle sensitive information.