Job Description
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