Receptionist

Description

Summary: Seeking a highly organized, professional, and detail-oriented individual for administrative support in a fast-paced financial planning and wealth management office. Highlights: 1. Opportunity for long-term growth within financial services 2. High-performance office environment 3. Proactive and resourceful role RECEPTIONIST / ADMINISTRATIVE SUPPORT – FINANCIAL SERVICES OFFICE We are seeking a highly organized, professional, and detail-oriented individual to support a fast-paced financial planning and wealth management office. This is not an entry-level receptionist position. We are looking for someone who can work in a high-performance office environment with professionalism, urgency, accuracy, and strong follow-through. The ideal candidate must have prior experience working in a financial advisory office or similar financial services setting and understand the importance of confidentiality, client service, and attention to detail. This is a full-time, in-office position. The required schedule is Monday through Friday, 8:30 a.m. to 5 p.m and is non-negotiable. No remote or hybrid work available. Requirements: • Minimum 1 year of experience working for a financial advisor, wealth management firm, broker-dealer, insurance agency, or financial services office is required • Excellent verbal and written communication skills • Strong attention to detail and organization • Ability to multitask in a fast-paced environment without constant supervision • Professional phone presence and strong client service skills • Proficiency with Microsoft Office, CRM systems, internet usage, and general office administration • Dependable, punctual, and able to handle pressure professionally • Strong follow-through, accountability, and ability to take ownership of assigned tasks Responsibilities: • Support advisors with client scheduling, confirmations, and follow-up • Organize and manage client documentation and office workflows • Handle high-volume phone calls, emails, and client communications with professionalism and accuracy • Assist with seminar and client event coordination • Provide administrative and operational support to advisors and office staff • Maintain a polished, professional, and organized office environment • Assist with general office duties as needed Ideal Candidate: We are looking for someone who is career-minded and interested in long-term growth within the financial services industry. This position is best suited for someone who is proactive, sharp, resourceful, dependable, and capable of handling responsibility in a busy office environment. This role may not be the right fit for someone who: • Does not have prior financial services experience • Requires constant supervision • Struggles with multitasking, urgency, or deadlines • Has difficulty maintaining consistent attendance or punctuality • Is not looking for a long-term position To Apply: Please send your resume along with a brief explanation of your financial industry experience and why you believe you would be a strong fit for this role.