Receptionist (Part-Time)
About The Position
Independent Financial Services (IFS) is a dynamic and client-focused financial advisory firm committed to delivering personalized wealth management solutions. Our team thrives on collaboration, integrity, and continuous growth. We’re seeking a part-time receptionist and administrative professional to support our advisors and clients with precision and care. The role is ideal for someone who enjoys helping people, creating a welcoming environment, and keeping the office running smoothly behind the scenes. IFS offers a competitive compensation package, professional development support, and career advancement opportunities. You’ll be the first point of contact for clients — both in person and over the phone — and a key support partner for our advisors and operations team. The right person brings professionalism, warmth, and a steady presence to the front desk while handling a variety of administrative tasks with accuracy and care.
Requirements
- High school diploma or equivalent required
- Previous experience in a receptionist, administrative, or client‑service role
- Strong attention to detail and accuracy, especially with client information and money movement forms
- Comfort with basic office technology (phones, email, scanning, scheduling tools, CRM basics)
- Ability to multitask and stay organized in a steady, client‑focused environment
Nice To Haves
- Financial services experience is a plus but not required
Responsibilities
- Greeting clients and creating a welcoming, professional environment
- Answering phones, routing calls, and taking accurate messages
- Managing calendars and scheduling client appointments
- Supporting client onboarding tasks and workflow steps
- Processing money movements under advisor direction (check requests, transfers, ACH forms, contribution/withdrawal paperwork)
- Ensuring accuracy, proper documentation, and adherence to firm procedures
- Light administrative work: scanning, filing, organizing documents
- Inbox monitoring and routing emails to the appropriate team members
- Updating CRM records and entering basic client information
- Maintaining office organization, supplies, and general tidiness
- Protect client confidentiality and handle sensitive information with discretion
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
