Key Responsibilities

• Greet clients, visitors, and vendors in a professional and welcoming manner
• Answer and direct incoming phone calls, take messages, and respond to general inquiries
• Maintain the front desk and reception area, ensuring a clean and organized environment
• Schedule appointments, meetings, and conference room reservations
• Coordinate visitor access and maintain office security procedures as needed
• Receive, sort, and distribute incoming mail, packages, and deliveries
• Assist with data entry, document preparation, filing, and general administrative support
• Order and maintain office supplies and support day-to-day office operations
• Maintain strict confidentiality when handling sensitive client and company information
• Provide administrative support to leadership and team members as needed

Qualifications

• 4+ years of experience as a Receptionist, Administrative Assistant, or similar office support role required
• Prior experience within a financial services, banking, accounting, wealth management, or professional services environment is required
• Strong professional communication and interpersonal skills, with the ability to interact confidently with clients and senior leadership
• Excellent organizational skills and attention to detail