Receptionist, Administrative​/Clerical

About Us

New Perspective Financial Solutions is a growing financial services firm providing insurance and investment advisory solutions. We pride ourselves on professionalism, client experience, and operational excellence. The receptionist is a critical role in creating a welcoming, organized, and efficient office environment.

We are seeking a Receptionist / Front Desk Coordinator to serve as the first point of contact for clients, visitors, and callers. This role is ideal for someone who is professional, personable, detail-oriented, and comfortable working in a fast-paced office setting.

The receptionist plays a key role in client experience, office coordination, and daily administrative support
.

• Greet clients and visitors warmly and professionally
• Answer and route incoming phone calls with accuracy and professionalism
• Manage front desk scheduling and appointment coordination
• Maintain a clean, organized, and welcoming reception area

• Manage incoming and outgoing mail and deliveries
• Assist with data entry, document preparation, and filing
• Support advisors and staff with administrative tasks as needed
• Order office supplies and assist with office organization

• Confirm client appointments and assist with calendar coordination
• Support meeting setup (conference rooms, refreshments, materials)
• Assist with internal coordination between advisors, operations, and marketing

• Maintain client confidentiality and discretion at all times
• Adhere to firm policies and professional standards
• Represent the firm with professionalism in all interactions

• Prior experience as a receptionist, front desk coordinator, or administrative assistant preferred
• Strong verbal and written communication skills
• Professional phone etiquette and in-person presence
• Highly organized with strong attention to detail
• Comfortable with Microsoft Office, Google Workspace, and basic office systems
• Ability to multitask and stay calm in a busy environment

• Friendly, welcoming, and client-focused personality
• Reliable and punctual
• Able to take direction and work independently
• Experience in a professional office environment (financial services, legal, medical, or corporate office a plus)

• Stable, full-time, in-office position
• Supportive and professional work environment
• Opportunity to grow within a financial services firm
• Competitive compensation based on experience