Receptionist, Administrative​/Clerical

Position Summary

We are seeking a warm, polished, and highly organized Client Concierge / Receptionist to be the welcoming face of our fast‑paced, client‑focused financial planning office. In this role, you will be at the heart of our operations—ensuring seamless daily flow, supporting high‑performing advisory team, and delivering a white‑glove client experience that sets our firm apart.

Room to Grow

We believe in investing in our people. As you develop within this role, you’ll have the ability to take on more responsibilities, participate in professional development, and grow your career with a supportive and collaborative team that wants to see you succeed.

Key Responsibilities Client Care & Front Desk Experience

• Deliver service excellence following Ritz Carlton–level hospitality standards.
• Greet clients warmly and maintain a welcoming environment.
• Prepare personalized touches such as birthday cards and handwritten notes.
• Document all client interactions in the CRM system.
• Conduct light social media research to personalize engagement.

Administrative & Office Support

• Answer incoming calls and route clients as needed.
• Schedule appointments and manage calendars.
• Prepare professional correspondence.
• Process and scan checks, forms, and maintain mail logs.
• Assist advisors and team members with essential administrative tasks.

Key Traits for Success

• Thrives in a collaborative, team‑driven environment and contributes positively to office culture.
• Highly goal‑oriented with a genuine desire to exceed expectations and deliver exceptional results.
• Exceptionally organized with a sharp eye for detail and a commitment to accuracy.
• Warm, professional, and polished communicator who creates a memorable client experience.
• Able to juggle multiple priorities with confidence in a fast‑paced, dynamic setting.
• Comfortable with technology and eager to learn new systems, including Microsoft Office, Teams, CRM platforms, and other digital tools.
• Demonstrates unwavering professionalism, confidentiality, and adherence to compliance standards.

Benefits

• Health Insurance to support your well‑being and peace of mind.
• Performance‑based bonus opportunities that reward your hard work and dedication.
• Profit‑sharing program - share in the success you help create.
• Generous paid time off to rest, recharge, and maintain a healthy work‑life balance.
• 401(k) with employer match to help you build a strong financial future.
• Dedicated Mental Health Days because your well‑being matters.
• Your birthday off (paid!) to celebrate the most important day of the year—yours.
• Perk reimbursement program for the little things that make life easier and more enjoyable.
• Ongoing professional development with opportunities to grow, learn, and advance your career.

Preferred Qualifications

• Previous experience in the financial services, banking, wealth management, insurance, or investment industry is a plus, but not required.
• Experience in a client-facing, hospitality, administrative, or receptionist role is highly valued.
• Familiarity with CRM systems, scheduling software, and Microsoft Office applications is beneficial.