Full-Time Administrative Receptionist

Full-Time Administrative Receptionist

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You are a friendly, outgoing, persuasive master of detail. You thrive in a professional environment and enjoy organizing, assisting, and streamlining a busy office. You like people and are meticulous with the paperwork. It is your pleasure to live in the center and provide structure to the environment.

Because you enjoy people, you are excellent at coordinating and communicating throughout your day. The organization relies on your ability to organize schedules and meetings while supporting the administrative details required by a financial office. Your natural capacity for process and followthrough serves you well in this environment making the customer experience as enjoyable as your day is! Your friendly, outgoing personality has a dramatic effect on those around you. At this job, you are rewarded and celebrated for just being yourself! 

We are an independent, established wealth management firm looking for a full-time Administrative Receptionist to join our team. We believe that the first impression is everything. We are committed to providing an exceptional experience for every guest, client, and team member. As a receptionist, you will play a key role in shaping the way visitors and customers perceive our brand from the moment they walk through our doors or interact with us. If you're passionate about creating a welcoming, positive atmosphere and providing outstanding customer service, we'd love to have you as part of our team.

The Administrative Receptionist is responsible for managing the overall guest experience, ensuring a professional, welcoming environment for all visitors, clients, and staff. This position will serve as the first point of contact for guests, clients, and employees, setting the tone for their interactions with our company. They will also provide clerical and administrative support to enhance the functioning of the Operations department. This role involves a variety of tasks including answering calls, managing correspondence, organizing records, and ensuring a welcoming client experience. The ideal candidate is friendly, enthusiastic, possesses strong communication skills, and can multitask in a fast-paced environment. The candidate should also have experience working in an office environment, performing administrative tasks, and providing support to coworkers.

The Administrative Receptionist reports to the Operations Associate and COO.

Key Responsibilities:

• Client Interaction: Serves as first point of contact for all clients and guests. Provide front-desk coverage by managing a busy, multiline phone system, and creating a warm and welcoming atmosphere for clients and guests.
• Administrative Support: Provide clerical and administrative support to the team.
• Document Management: Organize client documents and reports for meetings and as needed. Maintain electronic filing systems.
• Data Entry: Accurately input and update client information in the firm's CRM database (Redtail). Assist with new account paperwork.
• Support Services: Provide support to various departments as needed, including assisting with special projects and tasks.

Qualifications:

• Education: High school diploma or equivalent required.
• Experience: Minimum of 2 years of receptionist/administrative experience.
• Adept at Mastering New Concepts: Must be able to learn new terminology and be adept with technology

Key Characteristics:

• Trustworthiness and dependability
• Friendly and enthusiastic personality
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Excellent verbal and written communication skills
• Strong organizational and time-management abilities
• Ability to handle sensitive information with discretion
• Proactive and able to work independently as well as part of a team
• Familiarity with financial services terminology and processes is a plus

Job Expectations: Ability to provide a welcoming experience as first point of contact for clients and guests and provide clerical and administrative support in an office environment.

Note: This description is not an exhaustive list of all role responsibilities, skills and standards required. Other skills and standards may be added. Management reserves the right to add or change the job requirements at any time.

Salary & Benefits

• Salary is commensurate with experience: Salary range: $35,000 to $42,000
• Health Insurance
• 401(k) Plan
• Group Disability Insurance
• Paid Time Off

Job Type: Full-time

Pay: $35,000.00 - $42,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

People with a criminal record are encouraged to apply

Education:

• High school or equivalent (Preferred)

Experience:

• Microsoft Office: 1 year (Preferred)
• Customer Service: 2 years (Preferred)

Ability to Relocate:

• Marmora, NJ 08223: Relocate before starting work (Required)

Work Location: In person