Receptionist / Office Administrator
Join a team where your work truly makes a difference. We are OsborneKlein, a well‑established Private Wealth Advisory practice focused on helping clients to achieve their financial dreams. We are seeking a proactive, polished, and people‑focused Receptionist/Office Administrator to be the welcoming face of our newly opened Richland, MI office. If you’re organized, tech‑savvy, and passionate about delivering exceptional client experiences, this is a great opportunity to build your career in a professional and supportive environment.
This is a full‑time, client‑facing role offering competitive compensation, a positive workplace culture, and meaningful opportunities for both personal and professional growth.
What You’ll Do
You will play a key role in ensuring the office runs smoothly and clients feel valued from the moment they walk in. Responsibilities include:
- Warmly greet clients and prospects upon arrival
- Professionally manage incoming calls, transfers, voicemails, and virtual meeting setup
- Competently answer client questions and provide friendly, knowledgeable support
- Assist clients with completing forms and navigating our digital tools
- Open and close the office following established protocols
- Maintain organized visitor‑facing and common areas
- Receive, sort, and log daily mail and deliveries
- Maintain office supplies, stationery, inventory, and beverage room supplies
- Learn and utilize proprietary technology systems
- Update client information and keep the CRM current
- Schedule, reschedule, and coordinate appointments and calendars
- Assist with company projects and collaborate with team members
- Help coordinate building maintenance requests and small facility projects
- Scan, copy, name, and file client documents and financial statements
What We’re Looking For
- Detail‑oriented with strong organizational and time‑management abilities
- Exceptional written, verbal, and interpersonal communication skills
- Friendly, professional presence with a customer‑service mindset
- Strong computer skills, including Microsoft Office; spreadsheet proficiency required
- Ability to work independently while supporting a collaborative team
- Comfortable in a fast‑paced, evolving environment and eager to learn
Why You’ll Love Working With Us
- Supportive, team‑oriented culture
- Opportunities for career development and growth
- Meaningful work that directly enhances client experience
- Competitive pay and a professional, stable workplace
Job Type: Full-time
Pay: $21.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Education:
- High school or equivalent (Required)
Experience:
- Customer service: 1 year (Preferred)
Work Location: In person
