Receptionist

Thorley Wealth Management Inc•Town of Brighton, NY

45d•$17 - $22•Onsite

About The Position

The Receptionist is responsible for creating an excellent first impression for clients, prospective clients, vendors, and other visitors by providing a warm, professional, and organized front-office experience. This role answers incoming calls promptly and courteously, directs callers appropriately, greets visitors, supports client meeting logistics, assists with mailings and deliveries, and contributes to the smooth day-to-day operation and appearance of the office. The ideal candidate is friendly, professional, organized, dependable, and comfortable interacting with clients and team members in person and by phone. This position requires strong communication skills, attention to detail, sound judgment, a client-first mindset, and the ability to manage routine administrative tasks efficiently while maintaining confidentiality and professionalism.

Requirements

Excellent telephone skills and professional communication style.
Positive attitude and pleasant demeanor.
Strong work ethic, dependability, and professionalism.
Demonstrated ability to work in a fast-paced office environment.
Strong organizational skills and attention to detail.
Ability to maintain confidentiality and handle client interactions with discretion.
Comfortable using office technology, phone systems, email, and Microsoft Office applications.

Nice To Haves

Three to five years of office experience preferred.
Two-year administrative or business degree preferred.

Responsibilities

Answer incoming calls in a professional and courteous manner, screening and routing calls to the appropriate team member.
Greet clients, prospective clients, vendors, and visitors with a positive, helpful attitude.
Respond to routine inquiries within role capacity and provide general information when appropriate.
Ensure clients and visitors are welcomed and directed appropriately upon arrival.
Help maintain a professional, organized, and welcoming front-office environment.
Accept deliveries, incoming texts, and other office communications.
Prepare client mailings and assist with outgoing mail.
Responsible for preparing and sending monthly client communications as directed by advisor.
Assist with general administrative tasks and office projects as assigned.
Support the overall appearance and organization of the front office.
Schedule client review meetings with advisor(s) as directed.
Assist with meeting preparation and client-facing logistics as needed.
Coordinate with team members to help ensure meetings and client interactions are handled smoothly and professionally.
Assist with special projects as needed.
Support team members with routine administrative and workflow needs.