Company: We are an independent wealth management firm providing comprehensive investment management, financial planning, and advisory services to individuals, families, and institutions.
Job description: The ideal candidate is a highly organized and professional individual with outstanding verbal and written communication skills, exceptional attention to detail, and the ability to effectively manage multiple priorities. They are dependable, customer-focused, and able to maintain a positive and welcoming presence while handling a variety of administrative and receptionist responsibilities.
Responsibilities:
- Serve as the first point of contact, answering and directing incoming calls with professionalism and efficiency
- Greet and assist guests, ensuring a welcoming and polished office environment
- Maintain reception, conference rooms, and common areas to a high standard
- Coordinate conference room scheduling
- Assist with coordination, ordering food for meetings, set up/clean up
- Handle incoming and outgoing mail and deliveries
- Assist with kitchen/office supplies: inventory management, ordering
- Provide general administrative support and assist with ad hoc tasks as needed
Requirements:
- 1-2+ years of relevant experience
- Proficiency in Microsoft Office
- Experience with office technology: scanner, fax, etc
- Strong organizational skills and attention to detail
- Ability to work independently with excellent follow-through
- Strong written and verbal communication skills
- Ability to manage multiple priorities in a dynamic environment
Benefits: 401(k) (after 90 days)
Job Type: Part-time
Pay: $20.00 per hour
Benefits:
Work Location: In person
