Jobs · Administrative · Texas

Receptionist

Financial Synergies Wealth Advisors · Houston, TX · 4 days ago
On-siteAdministrativeFull-time

About the Role

The Receptionist is the first point of contact for clients, visitors, vendors, and team members and plays an important role in creating a welcoming, professional, and efficient office environment. This position manages front-desk communications, supports daily office operations, and provides administrative assistance to ensure the office runs smoothly.

Responsibilities

  • Client and Visitor Experience
    • Greet clients, visitors, vendors, and business partners promptly and professionally.
    • Notify the appropriate team member when a guest arrives and assist visitors while they wait.
    • Provide every guest with a welcoming, courteous, and positive experience.
    • Maintain a clean, organized, and professional reception area, waiting area, and conference rooms.
    • Follow established visitor, building-access, and office security procedures.
  • Telephone and Email Communications
    • Answer, screen, and route incoming telephone calls promptly and accurately.
    • Monitor general company email inboxes and direct messages to the appropriate team members.
    • Respond to routine questions and provide accurate information in a timely and professional manner.
    • Take clear and complete messages and ensure they reach the intended recipient.
    • Assist with resolving routine inquiries and concerns, escalating matters when appropriate.
  • Scheduling and Meeting Coordination
    • Manage conference room calendars and resolve scheduling conflicts as needed.
    • Coordinate appointments, interviews, internal meetings, and other office activities.
    • Prepare conference rooms before meetings and restore them afterward.
    • Assist with meeting logistics, including materials, refreshments, technology, and guest accommodations.
    • Provide calendar and scheduling support as assigned.
  • Mail, Deliveries, and Office Services
    • Receive, sort, and distribute incoming mail, packages, and courier deliveries.
    • Prepare and process outgoing mail, shipments, and special deliveries.
    • Track time-sensitive or important packages when necessary.
    • Maintain accurate and organized mailing, shipping, filing, and recordkeeping systems.
  • Administrative Support
    • Scan, copy, file, and organize physical and electronic documents.
    • Assist with document preparation, data entry, correspondence, and general administrative projects.
    • Maintain accurate records and follow established document-management procedures.
    • Provide administrative support to team members and departments as assigned.
    • Handle confidential information with discretion and professionalism.
  • Office Operations
    • Monitor inventory and restock office supplies, kitchen supplies, and breakroom necessities.
    • Keep shared office spaces organized, presentable, and ready for use.
    • Monitor office equipment and report service or maintenance needs promptly.
    • Refill printer and copier paper trays and ensure commonly used equipment remains operational.
    • Communicate supply needs and assist with placing or receiving orders as directed.
    • Identify routine office needs and take appropriate action without requiring repeated follow-up.
    • Perform other duties and special projects as assigned.

Requirements

  • High school diploma or equivalent required; additional administrative or office-related training is preferred.
  • Previous experience in a receptionist, customer service, or administrative support role is preferred.
  • Excellent customer service and interpersonal skills.
  • Strong verbal and written communication abilities.
  • Exceptional organizational and time-management skills.
  • Ability to manage interruptions, multitask, and prioritize responsibilities in a fast-paced environment.
  • Strong attention to detail, accuracy, and follow-through.
  • Proficiency with Microsoft Office applications, including Outlook, Word, Excel, and Teams.
  • Ability to learn and use office equipment, telephone systems, and other technology platforms.
  • Ability to work independently, use sound judgment, and take initiative.
  • Consistent dependability, punctuality, and professional presentation.
  • Ability to maintain confidentiality and handle sensitive information appropriately.

Key Competencies

  • Professionalism and Dependability
  • Client and Customer Service
  • Communication
  • Organization and Planning
  • Initiative and Follow-Through
  • Time and Priority Management
  • Problem-Solving
  • Adaptability
  • Teamwork
  • Attention to Detail

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