Financial Advisor Receptionist & Meeting Coordinator

Position Summary

The Receptionist & Meeting Coordinator serves as the first point of contact for clients and visitors while ensuring the smooth coordination of client meetings, office operations, and administrative support. This individual plays a key role in delivering an exceptional client experience by maintaining a professional office environment, managing schedules, and supporting advisors and service team members.

Key Responsibilities

Client Reception & Service

• Answer and direct incoming phone calls promptly and courteously.
• Greet clients and visitors in a warm, professional, and welcoming manner.
• Maintain a clean, organized, and client-ready reception area.
• Provide refreshments and hospitality for client meetings.
• Prepare conference rooms and meeting materials prior to appointments.

Meeting Coordination

• Schedule and confirm client appointments for advisors.
• Coordinate meeting logistics, including virtual meeting links and technology setup.
• Prepare meeting materials for Financial Advisor(s).
• Send appointment reminders and follow up on scheduling requests.
• Assist with client event planning and coordination as needed.
• Track referral

Prepare and send birthday cards, Christmas cards, and get well cards to clients.

Pay: $15.00 - $21.00 per hour

Benefits:

• Health insurance
• Retirement plan
• Vision insurance

Work Location: In person