Receptionist, Administrative​/Clerical

Strategic Wealth Specialists is a premier financial services firm dedicated to helping individuals and businesses achieve financial security. We are seeking a professional, organized, and service-oriented Administrative Assistant/Receptionist to support the daily operations of our office and create a welcoming environment for our clients and team members.

As the Administrative Assistant/Receptionist, you will be the first point of contact for our company, responsible for greeting visitors, handling incoming calls, and supporting various administrative tasks. The ideal candidate is detail-oriented, adaptable, and thrives in a fast-paced, client-focused environment.

• Greet and assist clients, visitors, and team members in a professional and friendly manner
• Manage all incoming phone calls and route them appropriately
• Handle incoming and outgoing mail and deliveries
• Maintain the cleanliness and organization of the reception and common areas
• Order and maintain inventory of office and breakroom supplies
• Provide general administrative support, including data entry, filing, scanning, and document preparation
• Assist with internal communications and client correspondence
• Support team members with special projects and tasks as needed

• Proven experience in a receptionist, administrative, or office support role
• Excellent verbal and written communication skills
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Strong organizational and time management skills
• Ability to multitask and prioritize in a busy environment
• Professional appearance and demeanor
• Positive and proactive attitude with a customer-service mindset
• High school diploma or equivalent required; additional administrative training or education is a plus
• Must be authorized to work in the United States

• A supportive and collaborative team environment
• Ongoing professional development and training opportunities
• Competitive compensation package
• Benefits include:
• 401(k) with company match
• Health and dental insurance
• Career growth and advancement opportunities

Strategic Wealth Specialists is committed to creating a workplace that fosters growth, professionalism, and respect. If you are organized, personable, and ready to contribute to a dynamic team, we encourage you to apply.