Front Desk Representative

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At Sims Investment Management
, we help clients build confident financial futures through highly personalized financial planning. As a privately owned, boutique investment firm, we pride ourselves on integrity, professionalism, and exceptional service. Our team is collaborative, supportive, and deeply committed to creating a warm, welcoming environment for our clients and each other.

Joining SIMs means joining a firm that truly values people — our clients, our team, and the experience we deliver every day.

• Competitive compensation, aligned with experience
• 401(k) with company match
• PTO, plus major holidays
• A supportive, inclusive, relationship‑driven company culture
• Hands‑on mentorship and opportunities to grow within the firm

You’re bubbly, people‑centered, and naturally warm — the kind of person who makes others feel seen, welcomed, and appreciated the moment they walk through the door. You love creating special moments, finding the thoughtful extra touch, and elevating everyday interactions into memorable experiences.

You're looking for a role where you can make impact for 20‑30 hours per week.

You’re also highly organized and proactive. You don’t wait to be told what to do — you notice what’s needed and take initiative, especially in supporting our Chief of Staff. She has big ideas and a clear vision for client and employee experience but needs a partner who can take those ideas, run with them, and bring them to life.

You’re tech‑savvy enough to learn new systems quickly — from CRM tools like Advyzon to Microsoft Office — and you enjoy using technology to keep things running smoothly.

You’re the perfect blend of hospitality, creativity, problem‑solving, and roll‑up‑your‑sleeves ownership. You take pride in:

• Being the first friendly face clients see
• Anticipating needs before people ask
• Making the office feel warm, polished, and cared for
• Delivering small acts of kindness that leave a lasting impact

This isn’t just a front desk role — it’s a hospitality, experience, culture, and operations role rolled into one. You’ll be both the face of SIMs and our Dreamweaver
, helping create an environment people love walking into.

• Welcome clients with genuine warmth, professionalism, and hospitality
• Create an inviting first impression and ensure every guest feels valued
• Answer and direct phone calls promptly and kindly
• Build personalized client experiences — thoughtful gifts, handwritten notes, surprise moments, and curated touches
• Partner closely with Sydney to bring creative client and team experience ideas to life

• Curate small moments that make clients and employees feel special
• Execute thoughtful acts of kindness, celebrations, and personalized touches
• Elevate SIMs’ brand through unique, memorable, high‑touch experiences
• Help design an environment that feels warm, organized, and inspiring

• Manage conference room schedules
• Assist in preparing meeting materials and setting up meeting spaces
• Sort/distribute mail and manage outgoing correspondence
• Maintain and replenish office supplies; keep everything organized and stocked
• Support administrative tasks for the Chief People Officer

• Serve as the point of contact for building/tenant needs and property management
• Coordinate repairs, maintenance, and vendor communication
• Ensure office equipment is functional and troubleshoot issues when possible
• Keep the workspace tidy, polished, and client‑ready at all times
• Assist on special projects and tasks that support firm operations

• Use and update CRM tools such as Advyzon
• Work in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Stay comfortable learning new tools and solving minor tech issues

• High school diploma or equivalent;
  Associate’s or Bachelor’s preferred
• 3+ years in a client‑facing or hospitality role
• Warm, outgoing communication style with a professional demeanor
• Excellent organization, creative thinking, and problem‑solving skills
• Attention to detail and ability to juggle multiple priorities
• Tech‑savvy, especially with Microsoft Office products
• Comfortable taking initiative and stepping in without being asked

Referrals increase your chances of interviewing at Sims Investment Management, LLC by 2x.