Administrative Assistant Reception

Published: 6/14/2022

Job Description

We are seeking a part time, professional, and welcoming Receptionist for our financial services firm. You will play a critical role in shaping the first impression of our professionalism and values while providing essential administrative support to our Financial Advisors and management team.

Duties

Greet clients and visitors warmly, ensuring a professional and friendly first impression
Handle sensitive client financial information with absolute discretion and integrity
Answer, screen, and direct incoming calls professionally to the appropriate team member
Perform data entry, maintain filing systems, and update client records accurately
Support office management tasks such as filing and organizing supplies
Provide exceptional customer service by responding promptly to inquiries via phone or email
Handle incoming correspondence and prepare basic reports or summaries as needed

Requirements

High school diploma required; an associate or bachelor’s degree in business or finance is a plus
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and comfort learning financial CRM software
Previous experience in a professional office setting, preferably within financial or legal services
Demonstrated organizational skills with the ability to prioritize tasks efficiently
Strong time management skills with the ability to handle multiple responsibilities simultaneously
Final candidates must successfully complete a fingerprint-based criminal background check

Join us as a Financial Services Receptionist and become an integral part of a team dedicated to delivering outstanding service while advancing your administrative career. We value energetic professionals who thrive in fast-paced environments and are eager to support our clients’ financial needs with professionalism.