Receptionist, Administrative​/Clerical

Alloy Wealth Management is hiring a Front Desk / Receptionist (Client Experience) for our Huntersville office. If you’re the kind of person who stays calm, speaks clearly, and makes people feel taken care of the moment they walk in or call, this is your seat.

• Pay range: $40,000–$55,000 base (calibrated to experience)
• Bonus: discretionary, tied to reliability, client experience quality, and operational consistency
• Schedule: full-time, in-office (Huntersville); standard business hours with occasional after-hours support tied to client/prospect events

This isn’t “just answering phones.” You’re the first impression for households who are often retirees—people who want calm, clarity, and confidence around big financial decisions. Your organization and follow-through set the tone for every meeting that follows.

Alloy Wealth Management is a Carolinas-based retirement planning firm with an insurance-first strategy and a comprehensive planning approach (income, risk, taxes, and legacy). The firm has strong inbound demand driven by ongoing education and media, including radio and local TV segments led by the founder/CEO, Mark Henry. The Huntersville office is a key client-facing hub.

• Own inbound calls: answer, triage fast, route correctly, and capture clean messages that get actioned
• Run the front door: greet clients/prospects, manage visitor flow, and keep the lobby client-ready
• Keep schedules tight: support appointment scheduling, confirmations, reschedules, and reminder workflows to reduce no-shows
• Support intake: help collect and organize basic client/prospect details before meetings (as directed)
• Execute the admin basics: scanning, printing, mailing, light document organization, and office coordination
• Coordinate rooms and handoffs: keep meeting rooms ready and communicate arrivals/changes/urgent needs to the team
• Assist with events (as needed): confirmations, check-in, materials prep, and day-of logistics

• Client-facing presence: warm, polished, and professional on the phone and in person
• Calendar competence: confident with Outlook/Google-style calendars and detail-heavy scheduling
• Basic tech fluency: email, calendar, Word/Docs, basic Excel/Sheets; comfortable learning new systems
• Organization and accuracy: names, times, messages, and follow-up details are always correct
• Discretion: mature handling of confidential household information
• Reliability: punctual, steady, and consistent—this role is the office “heartbeat.”
• In-office commitment: must be fully in-office in Huntersville during business hours; occasional after-hours event support

• You want remote/hybrid work or inconsistent in-office coverage
• You dislike phones, interruptions, or being the first point of contact
• You struggle with follow-through, details, or confidentiality