Receptionist / Client Services Coordinator

• →Answer incoming calls, assist callers, and direct inquiries to the appropriate team members.
• →Welcome clients and visitors and maintain an organized reception area.
• →Schedule and confirm client appointments by phone, email, and text.
• →Coordinate calendars and meeting logistics for the financial advisory team.
• →Help prepare meeting materials and provide administrative follow-up.
• →Communicate clearly with clients and colleagues.
• →Provide dependable front-office coverage and general administrative support.

• Strong verbal and written communication skills.
• A friendly, professional, service-oriented approach.
• Good organization, attention to detail, and follow-through.
• Comfort using email, calendars, and basic computer applications.
• The ability to balance incoming calls, visitors, and administrative tasks.
• A willingness to learn and contribute to a collaborative team.
• Availability to work onsite Monday through Friday, 8:00 a.m.–5:00 p.m.

Reception, scheduling, administrative, banking, hospitality, or customer service experience is helpful. A college degree and prior financial services experience are not required.

As you build your skills and learn the business, there may be opportunities to explore marketing, client services, or financial advisory work. Future advancement and licensing support depend on individual performance, qualifications, and business needs.

If you enjoy helping people, keeping details organized, and creating a positive first impression, we encourage you to apply.