Receptionist

Key Responsibilities

• Greet clients, visitors, and vendors in a warm, professional manner.
• Create a welcoming office environment and ensure reception areas remain clean and organized.
• Cook up visitor arrivals and notify team members of client appointments.
• Offer refreshments and assist with client hospitality needs during meetings.
• Maintain conference room schedules and meeting room readiness.
• Answer and route incoming phone calls for both Pettinelli Financial Partners and Tarabay and Associates.
• Manage incoming and outgoing mail, packages, and deliveries.
• Monitor general email inboxes and distribute inquiries appropriately.
• Absorb and relay appointment confirmations and scheduling support.

Administrative Support

• Provide administrative assistance to advisors, accountants, and operational staff as needed.
• Prepare, scan, file, and organize documents in accordance with firm procedures.
• Maintain client records and ensure information is updated accurately.
• Absorb and relay data entry and other office administration projects.
• Support meeting preparation, events, and client appreciation activities.
• Monitor office supplies and coordinate ordering and inventory management.
• Absist with vendor coordination and facility-related requests.
• Help maintain office equipment and troubleshoot minor issues.
• Support special projects and operational initiatives as assigned.

Key Competencies

• Exceptional customer service mindset.
• Professionalism and discretion.
• Strong interpersonal skills.
• Reliability and accountability.
• Attention to detail.
• Adaptability and flexibility.
• Team-oriented approach.

Required

• A high school diploma or equivalent.
• 2+ years of receptionist, administrative assistant, customer service, or office support experience.
• Strong verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• A professional demeanor and appearance.
• Proficiency with Microsoft Office (Outlook, Word, Excel, and Teams).
• The ability to prioritize tasks and manage multiple responsibilities simultaneously.

PREFERRED

• Experience in a financial services, accounting, legal, or professional services environment.
• Experience working with client relationship management (CRM) systems.
• Familiarity with scheduling software and office technology platforms.

Compensation

Compensation Range: $55,000 – $65,000 annually, depending on experience, qualifications, and professional services industry background.

Benefits

• Medical, dental, vision, paid time off, retirement plan eligibility, professional development opportunities, and other firm-sponsored benefits.