Receptionist / Administrative Assistant
Wealth Management Firm | Full-Time | In-Office Salary: $45,000–$55,000 (based on experience)
About the Role
We are seeking a polished, personable, and highly organized Receptionist/Administrative Assistant to serve as the first point of contact for our wealth management firm. This role is central to creating a warm, professional experience for our clients while keeping the office running smoothly behind the scenes. We welcome candidates at any experience level — what matters most is professionalism, reliability, and a genuine desire to help people.
What You'll Do
- Greet clients and visitors warmly, in person and by phone, representing the firm's professional image at all times
- Answer, screen, and route incoming calls; take detailed and accurate messages
- Manage the front office, including scheduling and coordinating meeting rooms
- Maintain calendars and schedule appointments for advisors and staff
- Prepare and organize client meeting materials, folders, and correspondence
- Handle incoming/outgoing mail, packages, and deliveries
- Maintain client files and records with strict attention to confidentiality and compliance requirements
- Assist with data entry and updates in the firm's CRM and portfolio management systems
- Order and manage office supplies and vendor relationships
- Support advisors and support staff with administrative tasks, including drafting correspondence, preparing reports, and organizing documents
- Assist with special projects, client events, and mailings as needed
What We're Looking For
- Excellent verbal and written communication skills
- Strong organizational skills and attention to detail
- Professional, polished demeanor and appearance
- Proficiency with Microsoft Office (Word, Excel, Outlook); comfort learning new software systems
- Ability to handle sensitive and confidential client information with discretion
- Strong multitasking skills and ability to prioritize in a fast-paced environment
- A positive, service-oriented attitude
- Prior experience in a financial services, legal, or professional office setting is a plus, but not required — we're happy to train the right candidate
What We Offer
- Salary: $45,000–$55,000, commensurate with experience
- Comprehensive Benefits Package
- Retirement Plan with Company Match
- Professional, collegial office environment
- Opportunity for growth within a stable, established firm
Schedule
Full-time, in-office, Monday–Friday, [9:00 AM–5:00 PM]
How to Apply
Please submit your resume [and cover letter] to [email protected].
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Retirement plan
- Vision insurance
Work Location: In person
