Front Desk/Support Role

Key Responsibilities

• Greet and assist clients, visitors, and vendors in a professional, friendly, approachable, client-focused and welcoming manner
• Answer and route incoming calls, texts, and emails promptly and accurately
• Maintain a clean, organized, and professional office environment
• Schedule appointments, meetings, and conference rooms
• Maintain calendars for advisors or team members
• Prepare, format, and distribute correspondence and documents
• Aid in data entry and updating client records in CRM systems
• Assist with onboarding paperwork and general office documentation
• Assist with account paperwork, e-forms, check deposits, or service requests

Qualifications

• High school diploma or equivalent (associate’s degree preferred)
• 1–3 years of receptionist, administrative, or customer service experience
• Strong verbal and written communication skills
• Proficiency in Microsoft O􀆯ce (Outlook, Word, Excel)
• Experience with CRM systems (Salesforce) is a plus
• Highly organized with strong attention to detail

Key Skills

• Professional demeanor and strong interpersonal skills
• Multitasking and time management
• Problem-solving and adaptability
• Discretion and reliability
• Customer service mindset

Preferred Traits

• Team player with a positive attitude
• Proactive and able to anticipate needs
• Comfortable in a structured, detail-oriented environment
• Exposure to financial services or willingness to learn industry basics