Front Desk Receptionist

Gray Hurst Wealth Advisors, a team within Alphastar Wealth Management, a successful financial planning firm in Cincinnati, OH, is seeking a full-time Receptionist.

As part of this dynamic team, the office Receptionist will manage daily front office operations. Responsibilities include welcoming clients, answering and directing calls, and providing administrative support to the office’s financial advisors.

• Greet clients in person or on the phone in a professional and welcoming manner.
• Check phone messages, update calendars, confirm appointments, and pull client files.
• Prepare the lobby and conference rooms for client meetings.
• Maintain a clean and welcoming waiting area, kitchen, and common area.
• Manage incoming and outgoing mail.
• Take on projects as needed or assigned to support overall branch operations.
• Record and reconcile meeting notes and tasks in CRM.
• Support Alphastar in a variety of other duties and responsibilities as required by your supervisor.

• High School Diploma or GED required. Associate or bachelor’s degree preferred.
• 2 years of executive or administrative assistant experience in a similar field, required.
• Proficiency in Microsoft Office Suite and experience with CRM systems, required.
• Excellent organizational skills and strong attention to detail.
• Demonstrates the ability to maintain accuracy and consistency in all areas of the role.
• Exceptional verbal and written communication abilities.
• Polished interpersonal skills with a client-first attitude.
• Ability to manage multiple priorities in a time-sensitive environment.
• Professional presence and high standards of confidentiality.
• Adaptable, proactive, and open to learning systems, processes, and responsibilities.
• The ability to build and foster relationships internally and externally.
• Employee-only costs covered Medical, Dental and Vision insurance. Additional family members may be added and will be deducted from employees’ bi-weekly pay.
• Generous PTO policy along with 10 paid holidays per year.
• Ancillary benefits are offered including but not limited to short-term disability, longer term care coverage, legal support and more.
• Group life insurance policy for all employees. Additional coverage is available with premiums deducted from employees’ bi-weekly pay.