Front‑Desk Office Administrator | Receptionist

Who We Are

At Everspire, we’re redefining what it means to work in wealth management. Our boutique firm partners with a dynamic financial planning company, connecting clients to a network of tax attorneys, CPAs, business lawyers, insurance pros, and other specialists. Think of us as a high-tech, high touch “command center” where every detail matters and every person counts. Here, first impressions aren’t just important, they’re everything.

The person at our front desk is the heartbeat of our brand.

When clients call or walk through our doors, they’re often making big life decisions. Your warmth, attention to detail, and ability to solve problems before they arise will make them feel truly cared for. You’ll be the “air-traffic controller” for two busy calendars, keeping our Tomi Plan and wealth-advisory teams running smoothly and in sync.

• Reception & Relationship Building: Greet every caller and guest like a VIP (because they are).
• Calendar Command: Masterfully schedule meetings across multiple teams, double-checking every detail.
• Communication Hub: Draft clear, upbeat emails, answer FAQs, and route complex questions to the right expert.
• Office Flow: Open and close the office, keep supplies stocked, and organize files, so nothing gets lost.
• Project Support: Jump into data entry, event prep, or vendor coordination as needed.

• Clients rave about their “seamless” experience with you in post-meeting surveys.
• Advisors never have to ask, “Whose turn is this meeting?” because you’ve already handled it.
• The front lobby, phone queue, and inbox stay calm, even on the busiest days.
• You become the go-to problem solver everyone trusts.

• You love people and remember details, first names, favorite drinks, kids’ soccer finals.
• Poise: polished phone voice, professional dress, confident grammar.
• Reliability: colleagues can set their watches by you.
• Tech fluency:
  Google Calendar wizardry, Zoom Proficiency, quick with CRMs and basic spreadsheets.
• Multitasking superpower: juggle calls, guests, and an inbox without dropping a ball.
• Desire to plant roots: we invest heavily in training and hope you’ll grow with us for years to come.

• Prior front‑desk or executive‑assistant experience.
• Familiarity with financial, legal, or professional‑services settings.
• A sixth sense for anticipating needs before anyone asks.

• Competitive pay
• 401(k) match, PTO, planning services, Financial Advisory Services
• A culture that balances high performance with genuine empathy (occasional Café Rio runs included)
• Ongoing training and clear paths for advancement, many of our team members have built longterm careers here

Send your résumé and a short note (both in PDF format) telling us about a time you turned a potentially awkward client interaction into a memorable win. Applications without the note won’t be reviewed, attention to detail starts now.

If greeting strangers with a smile, color-coding calendars for fun, and keeping a buzzing office humming sounds like your version of happiness, we can’t wait to meet you. This isn’t just a job, it’s the start of a career with a team that values you.