Receptionist at Firma Financial Planning

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We are seeking a professional, detail-oriented, and highly organized Receptionist to join our team at a well-established financial advisory firm. This front-desk role is pivotal to the success of our daily operations and client experience. The ideal candidate will be personable, efficient, and proactive, with excellent multitasking skills and a strong sense of discretion and professionalism.

• Administrative & Office Support
• Greet clients and visitors with warmth, professionalism, and discretion
• Manage multiple calendars for advisors and staff, including scheduling and confirming client meetings and internal appointments
• Answer multi-line phones, check voicemails, and relay detailed messages promptly and accurately
• Check, sort, and distribute incoming and outgoing mail daily
• Perform digital and physical filing to maintain organized client and firm records
• Pull client statements, reports, and other documentation to prepare for meetings
• Process client distribution requests according to firm procedures and regulatory standards

• Office Maintenance & Supplies
• Maintain a clean, tidy, and professional office appearance by wiping down surfaces, restocking supplies, and performing light cleaning as needed
• Monitor and restock office and kitchen supplies regularly

• Previous experience in a receptionist, administrative assistant, or office coordinator role; experience in a financial services environment preferred
• Exceptional verbal and written communication skills
• Strong organizational skills and attention to detail
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel) and comfort with financial CRM or database systems
• Ability to manage multiple priorities and meet deadlines in a fast-paced, professional setting
• High level of integrity and confidentiality when handling sensitive client information

• Familiarity with financial statements and client-facing financial documents
• Experience with scheduling software and calendar management tools
• Comfort working in a regulated, compliance-driven industry

Please send your resume and a brief cover letter outlining your interest in the position and relevant experience to Rachael at