Front Desk Receptionist

Center for Wealth PreservationWoodbury, NY
Onsite

About The Position

We are seeking a professional and organized Front Desk Receptionist to serve as the first point of contact for clients, visitors, vendors, and callers. This position plays a key role in maintaining a welcoming office environment while providing administrative support and assisting with daily office operations.

Requirements

  • High school diploma or equivalent.
  • Previous receptionist, administrative, customer service, or office support experience preferred.
  • Strong verbal and written communication skills.
  • Proficiency with Microsoft Outlook, Word, Excel, and Teams.
  • Strong organizational skills and attention to detail.
  • Ability to multitask and work independently in a professional office environment.

Responsibilities

  • Greet clients, visitors, and vendors professionally and courteously.
  • Notify advisors and staff of client arrivals.
  • Answer and direct incoming telephone calls.
  • Respond to general inquiries and provide excellent customer service.
  • Maintain a clean and professional reception area.
  • Perform filing, scanning, copying, and data entry.
  • Assist with document preparation and general administrative tasks.
  • Maintain accurate records and filing systems.
  • Support special projects and assignments as needed.
  • Schedule and monitor conference room reservations.
  • Prepare conference rooms for meetings, including arranging materials and refreshments.
  • Ensure conference room technology is operational.
  • Reset conference rooms following meetings.
  • Receive, sort, and distribute incoming mail and packages.
  • Prepare outgoing mail and shipments.
  • Maintain inventory of office and kitchen supplies.
  • Restock coffee, water, paper products, and other office essentials.
  • Assist in maintaining clean and organized common areas.
  • Coordinate with vendors and building management as needed.
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