Front Office Administrator

Title: Front Office Administrator / Receptionist

Location: Scottsdale Rd & Loop 101, Scottsdale, AZ

Industry: Financial Services

Position Overview:

We are seeking a highly polished, professional, and reliable Front Office Administrator / Receptionist to serve as the first point of contact for our wealth management firm, conveniently located near Scottsdale Rd and the Loop 101. This individual will play a critical role in creating a welcoming, organized, and efficient office environment while delivering an exceptional client experience.

The ideal candidate is detail-oriented, tech-savvy, and thrives in a fast-paced, client-facing setting. This role requires strong communication skills, a high level of professionalism, and the ability to manage multiple priorities with accuracy and discretion.

Key Responsibilities:

• Greet and welcome clients and visitors with a warm, professional presence
• Manage incoming calls, direct inquiries, and respond to client needs promptly
• Coordinate and schedule appointments, meetings, and conference room usage
• Maintain a clean, organized, and professional front office environment
• Provide administrative support to advisors and operations team
• Assist with client onboarding, including account paperwork and documentation
• Manage incoming/outgoing mail, deliveries, and office supply inventory
• Maintain and update client information within CRM systems
• Handle confidential client information with discretion and professionalism

Qualifications:

• 2+ years of experience in banking, financial services, or a professional office environment preferred
• Strong customer service and client relationship skills
• Excellent verbal and written communication abilities
• Highly organized with strong attention to detail
• Ability to multitask and prioritize effectively in a fast-paced setting
• Polished, professional demeanor and positive attitude

Technical Skills:

• Proficiency in Microsoft Office (Outlook, Word, Excel)
• Experience with CRM systems (e.g., Salesforce, Redtail, or similar) preferred
• Comfortable learning and navigating new technology platforms
• Strong data entry accuracy and attention to detail

What We’re Looking For:

• Dependable, proactive, and team-oriented individual
• Someone who takes pride in delivering a high-touch client experience
• A professional who values consistency, organization, and long-term growth
• Willingness to take on additional responsibilities and grow within the firm

Compensation:

• Competitive salary based on experience
• Opportunity for long-term growth within a stable and respected firm
• Competitive salary based on experience
• Opportunity for long-term growth within a stable and respected firm

Job Type: Full-time

Pay: $48,000.00 - $51,000.00 per year

Benefits:

• 401(k)
• Paid time off

Work Location: In person