Company Overview
Egidio Lennon Wealth Management is an independent, full-service financial consulting firm dedicated to guiding clients through retirement, estate, investment, and tax planning. With nearly three decades of experience, our team of professionals proactively coordinates personalized plans to help investors achieve their financial goals with confidence and security.
Job Overview
We are seeking an energetic and detail-oriented Receptionist & Event Host to be the welcoming face of our firm. In this role, you will manage front desk operations, coordinate client interactions, and host prospect and client events. Your organizational skills and friendly demeanor will ensure a professional and inviting environment for clients and visitors alike.
Key Duties and Responsibilities
Client and Visitor Relations
- Greet clients, visitors, and vendors in a professional and courteous manner.
- Answer, screen, and direct incoming phone calls.
- Assist clients with inquiries and route requests to appropriate team members.
- Ensure a positive client experience and maintain high service standards.
- Maintain a neat, clean and professional office environment
Administrative Support
- Manage incoming and outgoing mail, packages, and correspondence.
- Perform data entry and update client information in company systems.
- Draft, format, and distribute letters, reports, and other documents.
- Maintain confidentiality of sensitive financial and personal information.
- Follow company policies and financial industry regulations.
Office Operations
- Maintain reception and common areas in a professional manner.
- Monitor office supplies and place orders when needed.
- Coordinate office equipment maintenance and vendor services.
- Support special projects and company events.
- Main office location is Cheshire, CT but some travel to other locations in Southport and Madison is required
Event Hosting
- Work in conjunction with Operations Manager to execute firm’s workshops and client events
- Serve as the primary host and point of contact for event attendees.
- Welcome clients, prospects, and business partners while ensuring a positive and professional experience.
- Assist with guest registration, seating arrangements, and event flow.
- Address attendee questions and resolve issues promptly and professionally.
- Oversee all event operations on-site.
- Provide a warm, welcoming environment for all attendees
Required Skills
- Excellent customer service and interpersonal skills
- Strong verbal and written communication abilities
- Professional telephone etiquette
- Organizational and multitasking skills
- Attention to detail and accuracy
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Ability to handle confidential information with discretion
- Time management and problem-solving skills
Pay: $25.00 - $35.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
