About Us: Schmocker Financial Services is a dynamic, forward-thinking, independent financial advisory firm committed to delivering personalized, high quality financial guidance. Grounded in integrity and driven by deep industry expertise, we partner with individuals, families, businesses, and business owners to help them achieve their goals and build long term financial security. Our team takes pride in offering exceptional service, building meaningful client relationships, and tailoring strategies that support each client’s unique financial journey.
Position Overview: The Receptionist serves as the first point of contact for all visitors and callers, representing the firm with professionalism, warmth, and a personal touch. This role supports Advisors, Client Service Assistants (CSAs), and Leadership by ensuring hospitable client experiences, seamless meeting schedule flow, and an organized, professional office environment.
This is an entry level, in office position requiring a passion for initiating meaningful connections with people, strong communication skills, attention to detail, and the ability to manage multiple responsibilities in a fast-paced financial advisory environment.
Key Responsibilities:
Front Desk & Client Interaction
- Answer, route, and manage all incoming calls according to the guidance provided in training
- Greet all visitors warmly; assist drop-in clients and connect them to the appropriate CSA or Advisor.
- For scheduled in person client meetings, greet clients and promptly notify the Advisor(s) of their arrival.
- Support a high-touch client experience with discretion, professionalism, and hospitality.
Scheduling & Meeting Coordination
- Assist with scheduling and rescheduling client meetings for Advisors as needed.
- Make appointment reminder calls/emails in accordance with client communication standards.
- Monitor Advisor and Leadership Team calendars to proactively identify and resolve schedule conflicts or errors in partnership with CSAs.
Office Coordination and Housekeeping
- Maintain a clean, organized, and professional reception area, conference rooms, and kitchen.
- Manage, stock, and reorder office supplies as needed.
- Manage incoming mail and parcels in compliance with firm and regulatory guidelines.
- Prepare meeting spaces with beverages, printed materials, or other hospitality tasks as required.
Clerical & Operational Support
- Perform general clerical and project tasks as assigned
- Assist with basic mail, package, and document handling according to firm standards (e.g., scanning to CRM, organizing digital files, prepping paperwork).
- Support compliance aligned procedures such as secure document disposal and adherence to retention protocols.
Industry Standard Additions Standard Additions
- Maintain confidentiality of all client information under FINRA/SEC and firm privacy expectations.
- Understand basic financial services terminology and be able to direct inquiries appropriately.
- Assist with preparation of client materials for meetings (e.g., assembling packets under CSA direction).
- Coordinate with vendors (cleaning services, deliveries, office maintenance) as authorized.
Qualifications:
Required
- Reliable and consistent attendance is key to this role.
- Culturally aligned demeanor and work execution with the Firm’s mission and values.
- Strong verbal and written communication skills and professional presence.
- Reliable with excellent organizational and time management skills.
- Strong attention to detail and accuracy, especially when handling multiple projects simultaneously.
- High School diploma or equivalent.
- Proficiency with Microsoft 365 (Outlook, Teams, Word, Excel). Teams Calling experience a plus.
- Ability to work fully in office in a client facing environment.
Preferred
- Prior professional services administrative or front desk experience.
- Experience in financial services, professional services, or hospitality reception.
- Interest in or basic understanding of finance and investment concepts.
- Familiarity with CRM or scheduling systems.
Benefits
Benefits include paid vacation/sick leave, bonuses, paid holidays, 401(k), life and disability insurance
Job Type: Full-time
Pay: $16.00 - $17.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
