Receptionist​/Administrative Assistant

Client Overview

Our client is a trusted financial advisory firm dedicated to helping clients make confident financial decisions and achieve their long‑term financial goals. They are looking to add a Receptionist/Administrative Assistant to their team.

$20/hr

Our client is looking for a reliable and client‑focused Receptionist/Administrative Assistant to serve as the first point of contact for clients while supporting the day‑to‑day operations of our office.

• Answer and professionally manage incoming phone calls, directing inquiries as appropriate.
• Respond to client questions and requests in a timely, courteous, and service‑oriented manner.
• Attend client meetings and provide administrative and logistical support as needed.
• Perform general administrative duties, including scanning, filing, document management, and data entry.
• Process incoming and outgoing mail, packages, and shipping requests.
• Monitor and maintain office supply inventory, placing orders as needed.
• Coordinate office‑related errands and vendor services, including ordering lunch, catering, and other meeting accommodations.

• Excellent verbal and written communication skills with a warm, professional, and client‑focused approach.
• Positive, proactive, and solutions‑oriented mindset with a strong willingness to take initiative.
• Ability to effectively manage multiple priorities and thrive in a fast‑paced, deadline‑driven environment.
• Proficiency in Microsoft Office Suite.
• Strong client‑facing and relationship‑building experience with a commitment to exceptional service.
• Dependable, punctual, and highly reliable with strong attention to detail and follow‑through.

• Previous experience in the financial services industry is preferred.

• Associate's degree is preferred, or equivalent professional experience in a client‑facing, customer service, or administrative role.

• Atrium Care Package available, upon eligibility (including healthcare plans, discount programs, and paid time off).