Receptionist/Administrative Assistant

Overview

Seeking a full-time Receptionist/Administrative Assistant for a wealth advisory firm.

We rely on a small team of talented individuals to deliver the best possible service to our wonderful customers. Great communication skills and a desire to be part of a fast-paced work environment are required.

Duties

· Welcome clients, guests, and vendors in a friendly and professional manner, ensuring a positive first impression of the organization

· Call existing clients to schedule appointments, answer incoming calls, screen and direct them to the appropriate person or department, and take messages accurately

· Organize and manage appointments, meetings, and calendars for staff and clients

· Maintain the reception area, monitor office supplies, and ensure cleanliness and organization

· Perform clerical tasks such as filing, data entry, document preparation, and managing correspondence

· Organize and maintain filing systems, records, and databases

· Assist with project management tasks, track deadlines and deliverables

· Support HR or other departments with administrative operations as needed

Required Skills:

· Strong organizational, time management, and multitasking abilities

· Excellent oral and written communication skills

· Ability to work independently, prioritize tasks, and maintain confidentiality

· Friendly, approachable, and professional demeanor and interpersonal skills to interact with staff, clients, and visitors

· Competence in office software, phone systems, and digital scheduling tools

· Ability to pivot quickly in a fast-paced environment

Experience:

· High school diploma or equivalent; additional certifications or associate degree preferred

· Previous professional office experience preferred.

Salary:

· $36,000/year

Full Time:

· 8:30am-4:30pm M-Th

· 8:30am-3:00pm Fr

· 11:30-12:30 lunch

Location:

· In office (Laplace)

· No remote option available

Benefits:

· Health Insurance

· Dental Insurance

· Retirement Plan

Pay: $36,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Retirement plan

Work Location: In person