Receptionist, Administrative​/Clerical

Castlepoint Wealth Advisors is a leader in the wealth management industry and has become a career destination for talented professionals. Our unique work culture promotes teamwork, professional growth and an engaging environment.

Our core purpose is to build happier and more prosperous lives. We believe a healthy work/life balance is essential – happy team members provide the best possible service to our clients.

We are hiring a Receptionist to join our team and help us continue delivering an exceptional experience to our clients.

We are looking for a friendly, dependable, and detail-oriented person who enjoys serving others and keeping things organized. This role is the first point of contact for our clients and guests and provides important administrative support to our team.

• Welcome clients and guests with warmth and professionalism
• Answer phones, route calls, and relay messages to the appropriate team members
• Coordinate client, prospect, and internal meetings
• Monitor and restock office supplies and equipment as needed
• Keep shared office spaces neat and ready for daily use by team and clients
• Support client communications and event coordination
• Assist with office supplies, mail, packages, and general administrative support
• Support the team with recurring office tasks, basic reporting, filing, scanning, and document organization
• Serve as a liaison for vendors and help coordinate basic office needs
• Be present in the Oklahoma City office Monday through Thursday, and Friday mornings

• Lifelong Learning:
  Maintain a beginner’s mind and develop the necessary skills and expertise to excel in our profession.
• Serve with Excellence:
  Honor others by exceeding expectations.
• Have Fun: A fun and flexible workplace allows us to pursue happiness in our own lives.
• Seek Simplicity:
  Reduce complexity so we can focus on what matters most for clients.
• Team-Minded:
  When we move forward together, success takes care of itself.
• Lead with Integrity:
  Lead by example and always do the right thing.

• Warm, professional presence when welcoming clients and guests
• Confidence answering phones and relaying messages clearly
• Strong attention to detail and the ability to stay organized in a fast-paced environment
• Dependable, team-minded approach and willingness to jump in where needed
• Prior administrative, receptionist, client service, or office experience preferred

• Paid time off
• Health Insurance
• 401(K) retirement plan

Interested applicants should send their resumes with a cover letter t We will contact you if we believe your qualifications meet our needs.